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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-08-03 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
8706 South 700 East Suite 104, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 09/2013 | 07/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2020 | Present |
| Triad Advisors | Norcross | GA | 08/2020 | 08/2024 |
| Osaic Wealth, Inc. | Sandy | UT | 08/2024 | Present |
1) OneDigital; investment related; 8706 South 700 East, Suite 104, Sandy, UT 84070; IAR; personal retirement planning; 8/1/2020; 160 hrs/month; 6.5 hrs during trading; provide financial, retirement, and investment advice to clients __|__ 2) Fixed insurance sales and service; investment related; 8706 South 700 East, Suite 104, Sandy, UT 84070; sales and service of non-variable insurance products; agent; 2/23/2005; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-04 |
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