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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
3411 Richmond Ave 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 02/2020 |
| Bank Of New York Mellon | Tacoma | WA | 02/2017 | 08/2018 |
| Cappela University | Minneapolis | MN | 03/2014 | 02/2017 |
| Keybank | Tacoma | WA | 03/2020 | 07/2021 |
| Key Investment Services | Tacoma | WA | 04/2020 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 09/2022 | 12/2024 |
| Bank Of America N.A. | Houston | TX | 09/2022 | 12/2024 |
| Cross Country Mortgage | Tacoma | WA | 07/2021 | 07/2022 |
| Lpl Financial, Llc | Houston | TX | 01/2025 | 02/2026 |
| Jsc Federal Credit Union | Houston | TX | 01/2025 | 02/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2026 | Present |
Fixed insurance sales and service; investment related; 3411 Richmond Ave, Suite 750, Houston, TX 77046; sales and service of non-variable insurance products; agent; 02/09/2026; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products__|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
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