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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-06 |
Branch Locations
Cincinnati, OH • 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 |
|---|---|---|---|---|
| Fidelity Investments | Cincinnati | OH | 05/2005 | 08/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2025 | Present |
IWG RAINBOW LLC; NOT INVESTMENT RELATED; CINCINNATI, OH 45230; SOLE MEMBER; LANDLORD; 12/16/2024; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; RENTAL PROPERTY OPERATIONS AND MAINTENANCE. __|__ IWG RAINBOW TWO LLC; NOT INVESTMENT RELATED; CINCINNATI, OH 45230; SOLE MEMBER; LANDLORD; 1/9/2026; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; RENTAL PROPERTY OPERATIONS AND MAINTENANCE. __|__ REIGN REALTY OHIO; INVESTMENT RELATED; 860 E FRANKLIN STREET, SUITE C, CENTERVILLE, OH 45459; REALTOR; 9/29/2025; 4 HRS/MONTH DEVOTED; 0 DURING TRADING; LISTING AND SELLING HOUSES. __|__ FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; CINCINNATI, 45245; AGENT; 6/2024; 1 HR/MONTH; 1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS. __|__
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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