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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-07 |
Branch Locations
900 North Squirrel Road Suite 120, Auburn Hills, MI 48326 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Troy | MI | 08/2013 | 02/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2015 | Present |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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