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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-13 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
921 East Fort Avenue Suite 230, Baltimore, MD 21230 • United States
Edgewater , MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Profunds Distributors Inc | Bethesda | MD | 06/2024 | 06/2025 |
| Onedigital Investment Advisors | Baltimore | MD | 06/2023 | 06/2024 |
| Cliftonlarsonallen Llp | Timonium | MD | 01/2023 | 06/2023 |
| Merrill Lynch | Princeton | NJ | 06/2022 | 08/2022 |
| Cliftonlarsonallen Llp | Timonium | MD | 01/2022 | 06/2022 |
| Mcdaniel College | Westminster | MD | 08/2019 | 05/2023 |
| Hopewell Valley Regional High School | Pennington | NJ | 09/2015 | 08/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
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