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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-05 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2101 Highway 34 South Suite B, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nikko Asset Management, Americas. Inc. | New York | NY | 03/2002 | 08/2017 |
| Cafaro Greenleaf | Red Bank | NJ | 06/2018 | 03/2021 |
| Greenleaf Advisors Llc | Red Bank | NJ | 02/2020 | 03/2021 |
| Unemployed | Red Bank | NJ | 08/2017 | 06/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
JERSEY GIANTS BASEBALL CLUB; NOT INVESTMENT-RELATED; MORGANVILLE, NJ 07751; VOLUNTEER; 6/24/2023; 4 HRS/MONTH DEVOTED; 0 DURING TRADING; COACH YOUTH BASEBALL
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