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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-16 |
Branch Locations
300 Galleria Parkway Suite 1100, Atlanta, GA 30339 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Elijay, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Atlanta | GA | 11/2008 | 03/2017 |
| Swmg Holdings, Llc | Atlanta | GA | 02/2017 | 05/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | 11/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2025 | Present |
SWMG HOLDINGS, LLC; INVESTMENT RELATED; 300 GALLERIA PKWY, SUITE 1100, ATLANTA, GA 30339; SHELL COMPANY; OWNER; 2/2017; 10 HRS/MONTH, 1 HOURS DURING TRADING HOURS; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ DIGITAL INSURANCE LLC; INVESTMENT RELATED; 300 GALLERIA PKWY, SUITE 1100, ATLANTA, GA 30339; SALE AND SERVICE OF FIXED INSURANCE PRODUCTS; AGENT; 10/2025; 5 HRS/MONTH DEVOTED; 1 HR DURING TRADING; SALE AND SERVICE OF FIXED INSURANCE PRODUCTS __|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
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