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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-17 |
| NJ | RA | APPROVED | 2022-09-15 |
Branch Locations
300 Carnegie Center Drive Ste 240, Princeton, NJ 08540 • United States
Oak Bluffs, MA • United States
Bernardsville, NJ • 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 |
|---|---|---|---|---|
| Kb Financial Partners, Llc | Princeton | NJ | 04/2012 | 07/2022 |
| M Holding Securities, Inc. | Portland | OR | 02/2012 | Present |
| Onedigital Investment Advisors | Overland Park | KS | 08/2022 | Present |
AXA EQUITABLE; INVESTMENT RELATED; 501 BROADWAY, POINT PLEASANT BEACH, NJ 08742; 02/01/1975; AGENT; SALES AND SERVICE OF NEW AND EXISTING LIFE AND ANNUITY PRODUCTS; 10 HOURS/MONTH; 10 HOURS/MONTH DURING TRADING; COMMISSIONS __|__ WILLIAM DAMORA - OUTSIDE SALES AND TRAILS; INVESTMENT-RELATED; 501 BROADWAY, POINT PLEASANT BEACH, NJ 08742; AGENT; BROKER; 10/17/2019; 5 HOURS/MONTH; 5 HOURS/MONTH DURING TRADING; SALES AND SERVICE OF INSURANCE PRODUCTS __|__ ONEDIGITAL; INVESTMENT-RELATED; 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS 66210; RIA; IAR; 8/2022; 160 HOURS/MONTH; 160 HOURS/MONTH DURING TRADING; ADVISE NEW AND EXISTING CLIENTS __|__ HOPE FOR CHILDREN RESEARCH FOUNDATION; NOT INVESTMENT RELATED; BERNARDSVILLE, NJ; FOUNDATION; VOLUNTEER; 6/4/2026; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING; FOUNDATION RAISES FUNDS FOR CHILDREN'S CANCER RESEARCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-22 |
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