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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-08-16 |
Branch Locations
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 |
|---|---|---|---|---|
| American Century Investments Services Inc. | Kansas City | MO | 01/2014 | 07/2017 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2017 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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