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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-10 |
Branch Locations
Grand Rapids, MI • 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 |
|---|---|---|---|---|
| Chemical Bank | Grand Rapids | MI | 09/2001 | 08/2019 |
| Tcf Financial | Grand Rapids | MI | 08/2019 | 06/2021 |
| Huntington Bank | Grand Rapids | MI | 06/2021 | 06/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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