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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-05-18 |
| GA | RA | APPROVED | 2021-01-05 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Opelika, AL • 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 |
|---|---|---|---|---|
| Broad Street Capital Advisors, Llc | Athens | GA | 09/2006 | 05/2017 |
| Silver Oak Securities, Inc. | Athens | GA | 02/2010 | 05/2017 |
| Suntrust Banks, Inc. | Atlanta | GA | 05/2017 | 12/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2021 | Present |
Fixed insurance sales and service; investment related; Opelika, AL 36801; sales and service of non-variable insurance products; agent; 4/1/2024; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance product
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-20 |
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