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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-25 |
| KS | RA | APPROVED | 2021-01-04 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Puyallup, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rts International | Overland Park | KS | 12/2013 | 09/2016 |
| Oneamerica Retirement Services | Kansas City | MO | 10/2016 | 02/2017 |
| Oneamerica Securities | Kansas City | MO | 12/2016 | 02/2017 |
| Creative Planning | Leawood | KS | 02/2017 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | 04/2018 |
| Private Client Services | Louisville | KY | 04/2018 | 11/2020 |
| Fidiciary Investment Trusts | Overland Park | KS | 09/2019 | 11/2020 |
| Triad Advisors | Norcross | GA | 12/2020 | 08/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2020 | Present |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | Present |
ONE DIGITAL INVESTMENT ADVISORS, LLC POSITION: Retirement Field Engagement Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/30/2020 ADDRESS: 1101 Switzer Rd, ste 200, Overland Park KS 66210, United States DESCRIPTION: Platform Training, CRM Reporting and Training Material creation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-05 |
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