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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-09-19 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | White Plains | NY | 11/2010 | 10/2018 |
| Independent Financial Partners (Ifp) | White Plains | NY | 06/2011 | 10/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Osaic Wealth, Inc. | York | PA | 08/2024 | 10/2025 |
St Teresa of Calcutta Catholic School Advisory Board;not investment related;316 North Street,McSherrystown,PA 17344;advisory board;board member;5/1/2022;3 hrs/month;0 hrs during trading;guide and assist the school administration regarding school policy,attend bi-monthly meetings and additional meetings as called
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-25 |
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