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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-14 |
Branch Locations
9954 Mayland Drive, Richmond, VA 23233 • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors, Llc | Richmond | VA | 01/2021 | Present |
| Suntrust Bank | Richmond | VA | 07/2000 | 02/2019 |
| Truist Financial | Richmond | VA | 02/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-06 |
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