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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
11330 Vanstory Drive Ste 114A, Huntersville, NC 28078 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
8404 Everwood Avenue, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 04/2021 | 10/2021 |
| National Life Group | Charlotte | NC | 06/2020 | 10/2021 |
| Interpublic Group Of Companies (Ipg) | Charlotee | NC | 02/2007 | 07/2020 |
| Guardian Life Insurance Company | Charlotte | NC | 11/2021 | 05/2024 |
| Park Avenue Securities | Charlotte | NC | 11/2021 | 05/2024 |
| Osaic Wealth Inc | Charlotte | NC | 05/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2026 | Present |
ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 11330 VANSTORY DRIVE STE 114A, HUNTERSVILLE NC 28078; INVESTMENT ADVISER REPRESENTATIVE; VP,WEALTH MANAGEMENT; 1/1/2026; 160 HRS/MO DEVOTED; 160 HRS/MO DEVOTED DURING TRADING; INVESTMET ADVISORY SERVICES __|__ INSURANCE BROKER; INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114A; HUNTERSVILLE, NC 28078; AGENT; 6/1/2020; 10 HRS/MO DEVOTED; 10 HRS/MO DEVOTED DURING TRADING; RESEARCH AND RECOMMEND INSURANCE PRODUCT SOLUTIONS THAT BEST FIT CLIENTS NEEDS __|__ PIPER REAL ESTATE GROUP; NOT INVESTMENT RELATED; HUNTERSVILLE, NC 28078; LANDLORD; MANAGING MEMBER; 1/8/2026; 2 HRS/MO DEVOTED; 0 HRS/MO DEVOTED DURING TRADING; UNDER CONTRACT FOR AN OFFICE CONDO SPOUSE USES AS THE TENANT FOR A MED SPA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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