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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-23 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feic Financial, Inc | Youngstown | OH | 02/2019 | 07/2021 |
| Vcso Of Ohio, Inc. Dba First American Loans | Conneaut | OH | 05/2016 | 11/2018 |
| Circle K | Ashtabula | OH | 09/2009 | 11/2017 |
| Rsresources Inc. Dba Employ-Temps | Youngstown | OH | 11/2018 | 02/2019 |
| Wealthsource Partners, Llc | (Girard (08/21-Pre), Orwell (10/23-12/23) | OH | 08/2021 | 09/2024 |
| Wealthsource Partners, Llc | Youngstown | OH | 08/2021 | 09/2021 |
| Onedigital Investment Advisors Lcc | Overland Park | KS | 01/2024 | Present |
AMANDA WHITLOCK; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE; ACCIDENT, HEALTH AND LIFE INSURANCE SALES; SOLE PROPRIETOR AND AGENT; SEPTEMBER 24, 2019 START DATE; 1 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONS AND INSURANCE SALES DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
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