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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-02 |
Branch Locations
West Hartford, CT • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
195 Scott Swamp Road Suite 100, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ct Financial Partners | Glastonbury | CT | 06/2020 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2020 | 09/2022 |
| First & Last Tavern | Glastonbury | CT | 09/2018 | 08/2020 |
| Full-Time Education | West Hartford | CT | 01/2017 | 08/2018 |
| Dacapo Of Avon | Avon | CT | 01/2016 | 12/2016 |
| Ct Financial Partners | Glastonbury | CT | 09/2022 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 12/2022 |
| Mutual Of America Securities Llc | Glastonbury | CT | 07/2023 | 12/2024 |
| Full-Time Education | New Britain | CT | 01/2023 | 06/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2024 | Present |
| Osaic Wealth | Scottsdale | AZ | 03/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-22 |
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