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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-11 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
3623 N. Elm Street, Suite 102, Greensboro, NC 27455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 01/2020 |
| Bankers Life And Casualty | Roanoke | VA | 10/2018 | 03/2019 |
| Bankers Life And Casualty | Roanoke | VA | 09/2017 | 03/2019 |
| Roots And Shoots Landscaping Inc | Danville | VA | 01/2014 | 05/2017 |
| Triad Financial Advisors | Greensboro | NC | 02/2020 | 11/2023 |
| Bankers Life And Casualty | Roanoke | VA | 06/2017 | 08/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2023 | Present |
Fixed insurance sales and service; investment related; 3623 N. Elm Street Suite 102 Greensboro, NC 27455; sales and service of non-variable insurance products; agent; 07/14/2022; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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