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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-09 |
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 |
|---|---|---|---|---|
| California High School | San Ramon | CA | 08/2014 | 05/2018 |
| Urban Outfitters | Walnut Creek | CA | 06/2018 | 08/2018 |
| University Of Texas Austin | Austin | TX | 08/2018 | 05/2021 |
| Via 313 Pizzeria | Austin | TX | 09/2019 | 03/2020 |
| Central Market | Austin | CA | 09/2020 | 11/2020 |
| Charles Schwab | Austin | TX | 06/2021 | 09/2022 |
| Onedigital Investment Advisors | Overland Park | KS | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-31 |
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