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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-08 |
Branch Locations
35 Pinelawn Road Suite 110, Melville, NY 11747 • United States
80 Business Park #205, Armonk, NY 10504 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Amityville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flattsburgh State University | Flattsburgh | NY | 08/2016 | 05/2020 |
| Unemployed | Valhalla | NY | 05/2020 | 03/2021 |
| Fa Bartlett Tree Experts | Stamford | CT | 03/2021 | 10/2021 |
| Chubb | New York | NY | 10/2021 | 10/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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