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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-13 |
| TX | RA | APPROVED | 2023-09-07 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
3623 N. Elm Street, Suite 102, Greensboro, NC 27455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Financial Advisors, Inc. | Greensboro | NC | 08/2012 | 12/2023 |
| Rush & Associates, Inc. | Greensboro | NC | 01/2016 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2023 | Present |
TFA PROPERTIES, LLC; INVESTMENT RELATED; REAL ESTATE PROPERTY OWNER; 4/2016; ____ HOURS/MONTH DEVOTED; ____ HOURS DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF THE OFFICE BUILDING THAT HOUSES TRIAD FINANCIAL ADVISORS LEGACY STAFF FOR ODIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-17 |
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