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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-09 |
| KS | RA | APPROVED | 2016-11-17 |
Branch Locations
Prairie Village, KS • 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 |
|---|---|---|---|---|
| Bukaty Companies | Overland Park | KS | 06/2016 | 01/2020 |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 08/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2020 | Present |
1) ONEDIGITAL POSITION: Retirement Plan Consultant NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park KS 66210, United States DESCRIPTION: Retirement plan consultant working with plan sponsors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-21 |
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