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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-03-28 |
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 |
|---|---|---|---|---|
| Firstwest Benefit Solutions | Salt Lake City | UT | 09/2013 | 03/2019 |
| Kestra Financial Services, Inc. | Austin | TX | 01/2014 | 03/2019 |
| Bukaty Companies | Overland Park | KS | 03/2019 | 02/2020 |
| Triad Advisors | Norcross | GA | 03/2019 | 08/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
OneDigital; not investment related;200 Galleria Pkwy SE, Ste 1950,Atlanta,GA 30339;employee benefits; personal retirement planner;3/2019;160 hrs/month;6.5 hrs during trading; servicing existing client accounts, working with prospects to assist in planning and investments ___|___ Heber Hillside Retreat; not investment related; South Jordan, UT 84009; Rental Property; 50% Ownership; 12/2024; 10 hours/month devoted; 0 hours during securities trading hours; short term rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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