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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-15 |
Branch Locations
10900 Wayzata Boulevard Suite 620, Minnetonka, MN 55305 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Waconia, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jackson | MS | 12/2015 | 06/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2026 | Present |
MARY KAY; NOT INVESTMENT RELATED; ADDISON, TX; RETAIL/ONLINE STORE; EMPLOYEE (PROPRIETOR, PARTNER, AGENT); 6/2024; 5 HRS/MO DEVOTED; 0 HOURS DURING TRADING; SALES/MARKETING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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