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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-10-10 |
Branch Locations
8706 South 700 East Suite 104, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Sandy | UT | 03/2016 | 10/2017 |
| Independent Financial Partners | Sandy | UT | 03/2016 | 10/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 10/2017 | 08/2024 |
| Osaic Wealth, Inc. | Sandy | UT | 08/2024 | 05/2025 |
1)Alpine Gaze,LLC;not investment related;1952 Brookings Dr,Draper,UT 84020;rental equipment-binoculars at National Park;member & manager;9/1/2019;4 hrs/month;0 hrs during trading;member of LLC, provide business advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-26 |
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