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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-16 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 11/2021 | 05/2024 |
| Umpqua Bank | Vancouver | WA | 09/2016 | 12/2018 |
| Freedom Fiduciaries Llc | Boise | ID | 05/2024 | 09/2024 |
| Fisher Investments | Camas | WA | 01/2019 | 05/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2024 | Present |
SUNRISE TERRACE ASSOCIATION; NOT INVESTMENT-RELATED; PO BOX 872077, VANCOUVER, WA 98687; SECRETARY; 7/2024; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING; SECRETARY ON HOMEOWNER BOARD OF DIRECTORS ___|___ FINANCIAL BEGINNINGS; NOT INVESTMENT RELATED; PERSONAL RESIDENCE; 501(C)(3); VOLUNTEER; 6/2026; 3 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING; FINANCIAL EDUCATION TO COMMUNITIES, SCHOOLS, KIDS AND ADULTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-01 |
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