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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cypress | TX | 01/2011 | 05/2018 |
| Unemployed | Cypress | TX | 05/2018 | 10/2018 |
| Lpl Financial Llc | Houston | TX | 10/2018 | 07/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-07 |
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