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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-02 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 11/2010 | 03/2021 |
| Ifg Advisory, Llc | Atlanta | GA | 04/2016 | 03/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2021 | Present |
| Triad Advisors | Norcross | GA | 03/2021 | 08/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | Present |
1)OneDigital; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; qualified retirement plans; SVP retirement consulting; 2/2021; 140 hrs/month; 6.5 hrs during trading; lead retirement team 2) DAVID GRIFFIN; INVESTMENT RELATED; 548 OAKDALE RD NE, ATLANTA, GA 30307; RENTAL PROPERTY; OWNER; LANDLORD; 4/2024; 1 HOUR/MONTH DEVOTED; 1 HOUR DURING TRADING; MANAGE PROPERTY AND CHANGE THE AIR FILTER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
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