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Spencer Aaron Goldstein

Onedigital

Overland Park, KS

Armonk, NY

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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-15
NJ RA APPROVED 2018-10-01
  • NY RA
    APPROVED
    Since 2021-05-15
  • NJ RA
    APPROVED
    Since 2018-10-01

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

80 Business Park Dr., Suite 205, Armonk, NY 10504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc White Plains NY 07/2011 03/2018
Independent Financial Partners White Plains NY 12/2012 10/2018
Onedigital Investment Advisors Llc Overland Park KS 09/2018 Present
  • 07/2011 → 03/2018
    Lpl Financial, Llc
    White Plains, NY
  • 12/2012 → 10/2018
    Independent Financial Partners
    White Plains, NY
  • 09/2018 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-21
S63 Uniform Securities Agent State Law Examination 2005-10-05
  • S66 Uniform Combined State Law Examination
    2011-09-21
  • S63 Uniform Securities Agent State Law Examination
    2005-10-05

View on SEC IAPD

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