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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-11 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
9711 Washingtonian Blvd Suite 420, Gaithersburg, MD 20878 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaf Wealth Management, Llc | Westborough | MA | 05/2021 | 09/2024 |
| Aafcpas | Westborough | MA | 07/2018 | 05/2021 |
| University Of Miami | Coral Gables | FL | 08/2014 | 05/2018 |
| Aaf Wealth Management, Llc | Westborough | MA | 09/2024 | 03/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
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