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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
222 Rosewood Dr 10Th Floor, Danvers, MA 01923 • United States
Somverville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2026 | Present |
| Unemployed | Somerville | MA | 03/2026 | 06/2026 |
| Whittier Regional Vocation Technical Highschool | Haverhill | MA | 06/2014 | 06/2018 |
| Holy Family Hospital | Haverhill | MA | 01/2017 | 07/2017 |
| Interstate Electric | Billerica | MA | 07/2017 | 10/2017 |
| All Pro Electric | Haverhill | MA | 10/2017 | 06/2018 |
| Uhaul | Salem | MA | 07/2018 | 05/2019 |
| Darden | Methuen | MA | 05/2019 | 08/2020 |
| Essex County Brewing Co | Peabody | MA | 08/2020 | 07/2022 |
| Barrio | Haverhill | MA | 09/2021 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 07/2022 | 03/2024 |
| Salem State University | Salem | MA | 09/2018 | 05/2022 |
| Fisher Investments | Plano | TX | 09/2024 | 03/2026 |
| Fidelity Investments | West Lake | TX | 03/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-08 |
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