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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-05-30 |
Branch Locations
720 Cool Springs Boulevard Suite 400, Franklin, TN 37067 • United States
Clarksville, TN • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Nashville | TN | 01/2023 | Present |
| Regions Bank | Nashville | TN | 04/2021 | 12/2022 |
| Chick Fil A | Nashville | TN | 01/2021 | 04/2021 |
| Parking Management Co | Nashville | TN | 10/2020 | 04/2021 |
| Lowes | Nashville | TN | 03/2020 | 10/2020 |
| Parking Management Co | Nashville | TN | 10/2019 | 03/2020 |
| Allstate | Nashville | TN | 12/2018 | 12/2019 |
| Chick Fil A | Murfreesboro | TN | 04/2018 | 01/2019 |
| Alley On Main | Murfreesboro | TN | 01/2018 | 04/2018 |
| Quad Hustle Inc | Nashville | TN | 06/2017 | 12/2017 |
| Fbmm, Inc | Nashville | TN | 10/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-15 |
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