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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-06-01 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2910 Lucerne Dr. Se, Grand Rapids, MI 49546 • United States
900 North Squirrel Rd Ste 120, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 08/2013 | 02/2017 |
| Onedigital Investment Advisors Llc | Leawood | KS | 05/2015 | Present |
1) Fixed insurance sales and service; investment related; 900 North Squirrel Rd Ste 120 Auburn Hills Michigan 48326; sales and service of non-variable insurance products; agent; 6/2019; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-03 |
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