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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-12 |
Branch Locations
300 Galleria Parkway Suite 1100, Atlanta, GA 30339 • United States
Atlanta, GA • 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 |
|---|---|---|---|---|
| Student | Decatur | GA | 09/2015 | 05/2018 |
| Myers Park Presbyterian Church | Charlotte | NC | 07/2018 | 04/2019 |
| Investment Research & Advisory Group, Inc. | Atlanta | GA | 05/2019 | 06/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 06/2021 | 06/2022 |
| Principal Life Insurance Company | Atlanta | GA | 06/2022 | 10/2025 |
| Principal Securities Inc | Atlanta | GA | 07/2022 | 10/2025 |
| Principal Bank And Principal Trust Company | Atlanta | GA | 06/2022 | 10/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 11/2025 | Present |
Fixed insurance sales and service; investment related; 300 Galleria Parkway, Suite 1100, Atlanta, GA 30339; sales and service of non-variable insurance products; agent; 3/6/2025; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
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