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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2022-12-13 |
Branch Locations
135 Durbin Station Court Suite 504, St. Johns, FL 32259 • 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 |
|---|---|---|---|---|
| Finra | New York | NY | 03/2009 | Present |
| Mai Capital Management, Llc | Ponte Vedra Beach | FL | 10/2014 | 11/2016 |
| Lpl Financial, Llc | Saint Augustine | FL | 11/2016 | 05/2019 |
| Independent Financial Partners | St. Augustine | FL | 11/2016 | 01/2023 |
| Ifp Securities, Llc | St Augustine | FL | 05/2019 | 01/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2022 | Present |
YJ2J LLC; Not investment related; Saint Augustine, FL 32092; Member; Owner; LLC; 7/2019; 3 hours/month devoted; 0 hours during trading; Real Estate Holding Company Net Eagle, Inc.; Not investment related; 135 Durbin Station Court, Suite 504, St. Johns, FL 32259; Owner; Holding Company; 12/1/2022; 2 hours/month devoted; 0 hours during trading; Holding company for tax purposes Five Partners Golf LLC; not investment related; 135 Durbin Station Court, Suite 504, St. Johns, FL 32259; member; 12/2022; 2 hrs/mo devoted; 0 hours during trading; Holding company for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-09 |
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