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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| UT | RA | APPROVED | 2025-03-10 |
Branch Locations
8706 S 700 E 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Overland Park | KS | 02/2020 | Present |
| 401K Advisors Intermountain | Sandy | UT | 04/2017 | 02/2020 |
| Tiffany & Company | Salt Lake City | UT | 10/2014 | 10/2017 |
| Zions Bank | Salt Lake City | UT | 10/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
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