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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
Boxford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davios Northern Italian Steakhouse | Lynnfield | MA | 05/2015 | 05/2017 |
| Smolak Farm | Boxford | MA | 10/2017 | 01/2018 |
| The Museum Of Fine Arts | Boston | MA | 12/2020 | 01/2022 |
| The Catered Affairs | Boston | MA | 01/2018 | 03/2020 |
| Liriano Wealth Advisory Group, Llc | Chestnut Hill | MA | 06/2022 | 08/2022 |
| University Of San Diego | San Diego | CA | 08/2023 | 06/2024 |
| Lamb, Petersen & Mann Advisory Group Llc | Concord | NH | 06/2023 | 08/2023 |
| Liriano Wealth Advisory Group, Llc | Newton | MA | 07/2024 | 03/2026 |
| Degeorge Home Improvements | Boxford | MA | 05/2017 | 05/2019 |
| University Of San Diego | San Diego | CA | 05/2020 | 01/2021 |
| University Of San Diego | San Diego | CA | 01/2020 | 05/2024 |
| University Of San Deigo | San Deigo | CA | 09/2018 | 01/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2026 | Present |
Fixed insurance sales and service; investment related: 222 Rosewood Drive, 10th Floor, Danvers, MA 01923; sales and service of non-variable insurance products; agent; 08/2025; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products__|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
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