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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-05 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • United States
Dunwoody, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Atlanta | GA | 05/2020 | 05/2022 |
| Retirement Plan Administrators | Atlanta | GA | 05/2017 | 04/2020 |
| Rubicon Global | Atlanta | GA | 03/2016 | 05/2017 |
| Usi Consulting Group | Glastonbury | CT | 05/2022 | 04/2025 |
| Usi Securities | Glastonbury | CT | 05/2022 | 04/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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