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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-29 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Decatur, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Advisory | Atlanta | GA | 05/2018 | 04/2021 |
| Clutch | Atlanta | GA | 01/2018 | 05/2018 |
| Georgia State University | Sandy Springs | GA | 09/2017 | 01/2018 |
| Publix | Atlanta | GA | 11/2015 | 09/2018 |
| The Georgian Club | Smyrna | GA | 12/2016 | 12/2017 |
| Full Time Student | Sandy Springs | GA | 08/2008 | 05/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2021 | Present |
Lacets, LLC ; Not Investment Related ; 2072 Glendale Drive Decatur, GA 30032 ; Founder ; June 2020 start ; 3 hrs/mo devoted ; 2 hrs/mo devoted during securities trading hours ; day to day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
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