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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-26 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2025 | Present |
| J.P. Morgan Chase | Boston | MA | 08/2022 | 09/2025 |
| The University Of Maine | Orono | ME | 08/2018 | 05/2022 |
| Canavan Building Llc | Braintree | MA | 04/2021 | 09/2021 |
| Canavan Building Llc | Braintree | MA | 05/2019 | 09/2019 |
| Modern Garden Inc. | Braintree | MA | 03/2020 | 09/2020 |
| Ryan Development Inc. | Braintree | MA | 05/2018 | 09/2018 |
| Braintree High School | Braintree | MA | 08/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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