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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
3411 Richmond Avenue Suite 750, Houston, TX 77046 • 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 |
|---|---|---|---|---|
| Legacy Asset Management, Inc. | Houston | TX | 07/2021 | 08/2024 |
| Unemployed | Houston | TX | 09/2018 | 07/2021 |
| Rhinopro | Katy | TX | 08/2017 | 08/2018 |
| Exfinia Financial Services | Houston | TX | 02/2016 | 08/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2024 | Present |
ADRIANA ELWOOD; INVESTMENT RELATED; PRIVATE RESIDENCE; RENTAL PROPERTY; OWNER AND LANDLORD; AUGUST 2015; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING TRADING; ALL PROPERTY MANAGEMENT DUTIES __|__ 4WORD HOUSTON; NOT INVESTMENT RELATED; 5618 ELLA LEE LN, HOUSTON TX 77056; NON-PROFIT; PROFESSIONAL WOMEN'S NETWORK; CHAPTER CO-LEADER; APRIL 2026; 3 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING TRADING; 4WORD HOUSTON IS A COMMUNITY OF PROFESSIONAL WOMEN WHO GATHER TO CONNECT FAITH, WORK, AND LIFE IN MEANINGFUL WAYS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-20 |
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