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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-28 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
135 Durbin Station Court Suite 504, St. Johns, FL 32259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | St. Augustine | FL | 11/2013 | 05/2019 |
| Independent Financial Partners | St Augustine | FL | 12/2013 | 01/2023 |
| Ifp Securities, Llc | St Augustine | FL | 05/2019 | 01/2023 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 12/2022 | Present |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | St. Johns | FL | 08/2024 | 12/2024 |
1) FIVE PARTNERS GOLF, LLC; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; OWNER; LLC; 11/29/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MEMBER OF HOLDING COMPANY FOR ONEDIGITAL STOCK __|__ 2) NETEAGLE, LLC; NOT INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; LLC; MEMBER; 11/14/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; OWNERSHIP OF FIVE PARTNERS GOLF, LLC__|__ 3) ONEDIGITAL; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; ADVISORY SERVICES FOR WEALTH MANAGEMENT AND RETIREMENT PLANS POSITION: EVP RETIREMENT AND WEALTH; 12/2022 140 HRS/MONTH DEVOTED; 140 HOURS DURING TRADING; SALES AND SERVICE OF RETIREMENT PLANS AND INDIVIDUAL WEALTH MANAGEMENT __|__ 4 ) YJ2J, LLC INVESTMENT RELATED; 752 EAGLE POINT DRIVE. ST. AUGUSTINE, FL 32092; MEMBER; 9/6/2018;1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; LLC OWNS 2 RENTAL CONDOMINIUMS POSITION__|__ 5) BULL BAT TIME, LLC; NOT INVESTMENT RELATED; 468 SE ORMOND WITT ROAD, LAKE CITY, FL 32025; REAL ESTATE HOLDING COMPANY-OWNS VACANT LAND IN DIXIE COUNTY, FLORIDA; MANAGING PARTNER; 07/25/2023 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MOWING THE PROPERTY, TRIMMING TREE LIMBS, ETC. __|__ 6) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 3/29/1994; 20 HRS/MONTH DEVOTED; 20 HOURS DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__
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