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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
10641 Deerbrook Drive, Suite 100, Knoxville, TN 37931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Kay, Inc. | Knoxville | TN | 03/2007 | Present |
| Lynnea Tate (Independent National Sales Director, Mary Kay, Inc) | Knoxville | TN | 03/2014 | 04/2019 |
| Heritage Investors, Llc | Knoxville | TN | 08/2019 | 04/2022 |
| Wealthsource Partners, Llc | Knoxville | TN | 01/2022 | 09/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
MARY KAY INC.; NOT INVESTMENT RELATED; PRIVATE RESIDENCE, KNOXVILLE, TENNESSEE; COSMETIC PRODUCT DISTRIBUTOR; INDEPENDENT BEAUTY CONSULTANT; MARCH 2007 START DATE; 3 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; SKINCARE, GLAMOUR, AND BODAY CARE CONSULTING AND PRODUCT SALES. _____ ¦ _____ WREN ENDEAVORS, LLC; INVESTMENT RELATED; PRIVATE RESIDENCE, KNOXVILLE, TENNESSEE; REAL ESTATE INVESTMENT; OWNER; OCTOBER 18, 2021 START DATE; 5 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL AND MANAGEMENT DUTIES. _____ ¦ _____ FINANCIALLY SIMPLE LLC; NOT INVESTMENT RELATED; 10641 DEERBROOK DRIVE, SUITE 100, KNOXVILLE, TN 37931; OWNER; START 01/16/2024; 10 HRS/MONTH DEVOTED; 5 HRS DURING SECURITIES TRADING; CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-01 |
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