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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-05 |
Branch Locations
9954 Maryland Drive Suite 2200, Richmond, VA 23233 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2014 | 09/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2016 | 11/2023 |
| Tiaa | Charlotte | NC | 09/2016 | 11/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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