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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
Branch Locations
Brookhaven, GA • United States
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Waverly Advisors, Llc | Birmingham | AL | 07/2022 | 09/2023 |
| Los Angeles Angels Of Anaheim | Los Angeles | CA | 05/2013 | 04/2019 |
| Nuvasive, Inc. | Phoenix | AZ | 04/2019 | 04/2021 |
| Bt Wealth Management, Llc | Atlanta | GA | 10/2021 | 07/2022 |
| Unemployed | Atlanta | GA | 04/2021 | 10/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2023 | Present |
Fixed insurance sales and service; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; sales and service of non-variable insurance products; agent; 1/2025; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
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