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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 04/2010 | 02/2017 |
| V Wealth Management, Llc | Overland Park | KS | 04/2010 | 12/2016 |
| Onedigital | Leawood | KS | 11/2015 | 12/2025 |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 03/2023 |
| United Capital Financial Advisors, Llc | Irving | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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