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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-07 |
Branch Locations
6165 Greenwich Drive #340, San Diego, CA 92122 • 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 | San Diego | CA | 04/2013 | 12/2018 |
| Independent Financial Partners | San Diego | CA | 06/2016 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 12/2018 | 12/2019 |
| Triad Advisors | Norcross | GA | 01/2019 | 12/2019 |
| Pimco Investments Llc | Solana Beach | CA | 02/2020 | 03/2024 |
| Gurtin Fixed Income Mgt Llc Dba Gurtin Municipal Bond Mgt | Solana Beach | CA | 01/2020 | 04/2022 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 01/2021 | 03/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2024 | Present |
| Triad Advisors | Atlanta | GA | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 08/2024 | Present |
1)OneDigital Investment Advisors LLc;investment related;6165 Greenwich Drive,Suite 340,San Diego,CA 92122;llc;senior client relationship manager;4/1/2024;160 hrs/month;130 hrs during trading;senior client relationship manager for retirement plans and wealth clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
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