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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Co., Inc. | Covington | KY | 04/2003 | 06/2021 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2008 | 06/2021 |
| Fidelity Brokerage Services Llc | Andover | MA | 01/2012 | 06/2021 |
| Paychex, Inc. | Union | KY | 06/2024 | 09/2025 |
| Paychex Securities Corporation | Union | KY | 06/2024 | 09/2025 |
| Unemployed | Union | KY | 07/2021 | 12/2021 |
| Athlete Advantage, Llc | Lexington | KY | 12/2021 | 05/2023 |
| Venture X Management, Llc | Union | KY | 05/2023 | 06/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2025 | Present |
Athlete Advantage, LLC; not investment related; Lexington, KY; CEO; 12/2021; 1 hour/month devoted; 0 hours during trading; sports marketing and entertainment __|__ Venture X Management, LLC; Not investment related; Union, KY; Owner; 10/2023; 2 hours/month devoted; 0 hours during trading; sports management/marketing as well as contract review and negotiation __|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-26 |
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