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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-05 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
900 N. Squirrel Road Ste 120, Auburn Hills, MI 48326 • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Steve Pake Insurance Agency | Lapeer | MI | 09/2014 | 02/2017 |
| Huntington National Bank | Flint | MI | 02/2017 | 07/2023 |
Fixed insurance sales and service; investment related; Flushing, MI 48433; sales and service of non-variable insurance products; agent; 03/19/2018; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-04 |
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