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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
12 N Cheyenne Ave Suite #141, Tulsa, OK 74114 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Tulsa, OK • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Houston | TX | 03/2019 | 02/2020 |
| Surepath Wealth Management, Llc | Houston | TX | 02/2020 | 02/2021 |
| Signator Investors, Inc. | Dallas | TX | 07/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Dallas | TX | 11/2018 | 02/2019 |
| Surepath Wealth Management, Llc | Tulsa | OK | 03/2021 | 04/2021 |
| Wealthsource Partners, Llc | Tulsa | OK | 03/2021 | 09/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
1.) NICHOLAS WILLARD ROSTYKUS; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE, TULSA, OKLAHOMA; INSURANCE SALES; INSURANCE AGENT; FEBRUARY 17, 2020 START DATE; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; INSURANCE SALES DUTIES. _____ ¦ _____ 2.) HEIGHTS LEATHER COMPANY / HEIGHTS LEATHER COMPANY LLC; PRIVATE RESIDENCE, TULSA, OKLAHOMA; SALE OF LEATHER GOODS; OWNER; SEPTEMBER 2017 START DATE; 20 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONAL, MANAGEMENT AND LEATHER-MAKING DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-23 |
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