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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-19 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2101 Highway 34 S, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Main Street Advisors, Llc | Manasquan | NJ | 01/2011 | 04/2017 |
| Gouldin & Mccarthy, Llc | Basking Ridge | NJ | 04/2017 | 07/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2022 | Present |
Name: B&M BROKERAGE SERVICES, LLC - INVESTMENT-RELATED - MANASQUAN, NJ - INSURANCE RETAIL AND BROKERAGE - OWNER - 01/2003 - - APPROX. 100 HRS/MONTH (APPROX. 100 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
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