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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-15 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
Beverly, MA • 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 |
|---|---|---|---|---|
| Claros Financial Services D.B.A. Esdale Wealth Advisors | Wilmington | MA | 10/2021 | 10/2022 |
| Digital Federal Credit Union | Chelmsford | MA | 06/2021 | 10/2021 |
| Digital Federal Credit Union | Chelmsford | MA | 05/2021 | 06/2021 |
| University Of Massachusetts Lowell | Lowell | MA | 08/2017 | 05/2021 |
| Bridgton Academy | North Bridgton | ME | 08/2016 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2021 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Beverly | MA | 10/2022 | 02/2024 |
| M Holdings Securities, Inc. | Portland | OR | 03/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
1) Notary Public; 222 Rosewood Drive10th floor Danvers, MA 01923; Notary Services; Not investment related; Notary; provide Notary services; 3/04/2024; 1 hour per month; 1 hour per month during trading hours. 2) Fixed insurance sales and service; investment related; 222 Rosewood Drive 10th floor Danvers, MA 01923; sales and service of non-variable insurance products; agent; 05/09/2022; 1 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
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