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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
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 |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc. | Centennial | CO | 05/2021 | 08/2022 |
| Mutual Of Omaha Insurance Company | Centennial | CO | 05/2021 | 08/2022 |
| City Of Arvada | Arvada | CO | 12/2008 | 06/2021 |
| Securities America, Inc. | Windsor | CO | 08/2022 | 11/2022 |
| Securities America Advisors, Inc. | Windsor | CO | 08/2022 | 11/2022 |
| Wealthsource Partners, Llc | Westminster | CO | 12/2022 | 09/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
| Futurity First Insurance Group | Windsor | CO | 08/2022 | 11/2022 |
DIGITAL INSURANCE LLC; INVESTMENT RELATED; WESTMINSTER, CO 80234; INSURANCE SALES; INSURANCE AGENT; FEBRUARY 2024; 10 HOURS/MONTH DEVOTED; 7 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE ADVICE AND RECOMMENDATIONS BASED ON CLIENTS' NEEDS AND BEST INTEREST.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-28 |
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