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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-09-14 |
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 |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 06/2016 | 02/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2016 | 02/2017 |
| Principal Life Insurance Company | Overland Park | KS | 02/2017 | 08/2017 |
| Principal Securities Inc | Overland Park | KS | 02/2017 | 08/2017 |
| Td Ameritrade | Overland Park | KS | 08/2017 | 09/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2020 | Present |
| Triad Advisors | Norcross | GA | 10/2020 | 08/2024 |
| Summit Point | Lee's Summit | MO | 06/2016 | 02/2017 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | Present |
1)Bukaty Financial Services;investment related;4860 College Blvd,Suite 100,Overland Park,KS 66211;providing investment advice,servicing accounts;financial consultant;10/2020;40 hrs/month;40 hrs during trading;providing investment advice,enrollments,servicing accounts 2)Rental property;not investment related;6315 W 80th Terr,Overland Park,KS 66204;rental property;landlord;9/1/2020;1 hr/month;0 hrs during trading;property owner,landlord 3)OneDigital;not investment related;200 Galleria Pkwy SE,Ste 1950,Atlanta,GA 30339;employee benefits;wealth consultant;1/11/2021;160 hrs/month;6.5 hrs during trading;wealth management,financial planning,acquiring new customers,serving current clients 4)Fixed insurance sales and service; investment related; 11101 Switzer Road STE 200 Overland Park, KS 66210; sales and service of non-variable insurance products; agent; 11/29/2022; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-25 |
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