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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2015-01-12 |
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 |
|---|---|---|---|---|
| Lpl Financial Corporation | Leawood | KS | 11/2010 | 02/2020 |
| Bukaty Companies Wealth Management | Overland Park | KS | 12/2010 | 02/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
| Digital Insurance Llc | Overland Park | KS | 01/2025 | Present |
Executor of Parents' Trust; not investment related; Shawnee, KS 66216; Executor; Jul 13, 2020; 1 hour/month devoted; 0 hours during securities trading hours; manage parents' estate as the executor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-13 |
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