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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-12 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
Georgetown, MA • United States
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | 04/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2022 | Present |
| Timescale Financial, Inc. | Danvers | MA | 04/2015 | 12/2023 |
| Lpl Financial Llc | Danvers | MA | 11/2006 | 11/2017 |
Fixed insurance sales and service; investment related; 222 Rosewood Drive, 10th Floor, Danvers, MA 01923; sales and service of non-variable insurance products; agent; 4/30/2024; 4 hours/month devoted; 1 hour during trading; sales and service of non-variable insurance products __|__ Triton Youth Basketball; not investment related; PO Box 116 Rowley, MA 01969; Youth Basketball Organization; VP of the Board; Travel Basketball Coach; 9/1/2023; 6 hours/month devoted; 0 hours during trading; Coaching for Triton Youth Basketball, a primary youth basketball organization for Rowley, Newbury and Salisbury MA for boys and girls from 1st grade to 8th grade.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-13 |
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