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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-27 |
Branch Locations
27200 Riverview Center Boulevard Suite 202, Bonita Springs, FL 34134 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
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 |
|---|---|---|---|---|
| Pnc Capital Advisors | Baltimore | MD | 04/2014 | 04/2019 |
| Pnc Funds Distributor, Llc | Troy | MI | 05/2014 | 04/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2023 | Present |
| Baerin Llc Dba Dba Roosters Men'S Grooming Center | Naples | FL | 01/2020 | Present |
| Brrice Llc Dba Dba Roosters Men'S Grooming Center | Naples | FL | 03/2020 | Present |
| Unemployed | Bloomfield Hills | MI | 05/2019 | 12/2019 |
BAERIN LLC; NOT INVESTMENT RELATED; 2355 VANDERBILT BEACH ROAD, NAPLES, FL 34109; BARBERSHOP; OWNER; 1/2020; 1 HR/MO DEVOTED; 0 HRS/MO DURING TRADING; OPERATIONS MANAGEMENT FOR BARBERSHOP FRANCHISE LOCATION __|__ BRRICE LLC; NOT INVESTMENT RELATED; 2099 TAMIAMI TRAIL NORTH, NAPLES, FL 34102; BARBERSHOP; OWNER; 3/2020; 1 HR/MO DEVOTED; 0 HRS/MO DURING TRADING; OPERATIONS MANAGEMENT FOR BARBERSHOP FRANCHISE LOCATION __|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-06 |
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