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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-30 |
| MA | RA | APPROVED | 2022-07-12 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Boca Raton, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2017 | 05/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2022 | Present |
| Timescale Financial, Inc. | Danvers | MA | 04/2015 | 12/2023 |
| Lpl Financial Llc | Danvers | MA | 11/1996 | 10/2017 |
North Shore Community College Foundation & Endowment Board Member; Investment related; 1 Ferncroft Rd, Danvers, MA 01923; 6/2014; 2 hrs/month; devoted; 2 during securities trading hrs; Ensure proper maintenance and stewardship of NSCC Foundation & Endowment-Board Member; Participate in recommendations for NSCC Foundation & Endowment. Fixed insurance; Investment Related; 222 Rosewood Drive 10th Floor, Danvers, MA 01923; Insurance Agent; 11/2017; 4 hours/month devoted; 4 hours during securities trading hours; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
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