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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-03-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Orange, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pimco Investments Llc | New York | NY | 01/2016 | 01/2021 |
| Cwm, Llc | Omaha | NE | 01/2021 | 10/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
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