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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-25 |
| KS | RA | APPROVED | 2018-04-14 |
Branch Locations
11101 Switzer Rd. Suite 200, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Harris Financial Services | Overland Park | KS | 01/1990 | Present |
| First Heartland Capital, Inc. | St. Peters | MO | 11/1993 | 04/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2018 | Present |
| Vertical Financial | Overland Park | KS | 10/2016 | Present |
| Triad Advisors | Norcross | GA | 04/2018 | Present |
1)Vertical Financial Group,LLc;7400 W. 110th St,Ste 600,Overland Park,KS 66210;used for marketing name for our business;partner;2016;used as our brand for marketing our services 2)Harris Financial Services,LLC;7400 W. 110th St,Ste 600,Overland Park,KS 66210;wealth management and financial planning;sole owner/member;1/1/2012;175+ hrs/month;6.5 hrs during trading;wealth management and financial planning 3)Harris Financial Services,LLC;7400 W. 110th St,Ste 600,Overland Park,KS 66210;wealth management and financial planning;sole owner/member;1/1/2012;175+ hrs/month;6.5 hrs during trading;wealth management and financial planning 4)First Heartland Corporation;1839 Lake Saint Louis Blvd,Lake Saint Louis,MO 63367;insurance agency/GA;licensed insurance agent;1986;agent 5)One Digital Health and Benefits;investment related;7400 W 110th Street,Ste 600,Overland Park,KS;wealth management and financial planning;senior vice president;10/2020;175+ hrs/month;6.5 hrs during trading;wealth management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-12-10 |
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