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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Stewartstown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 11/2021 | 10/2024 |
| Sephora | Owings Mills | MD | 02/2021 | 11/2021 |
| Lush Cosmetics | Baltimore | MD | 12/2019 | 02/2021 |
| Charles Schwab & Co., Inc. | Towson | MD | 10/2024 | 02/2025 |
| Charles Schwab Bank, Ssb | Towson | MD | 10/2024 | 02/2025 |
| T. Rowe Price | Owings Mills | MD | 03/2025 | 08/2026 |
| Starbucks | Towson | MD | 10/2018 | 11/2019 |
| Towson University | Towson | MD | 06/2016 | 10/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
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