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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-04-14 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
900 North Squirrel Rd Ste 120, Auburn Hills, MI 48326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sterling Heights | MI | 01/1993 | 03/2017 |
| Cattaneo & Carr Inc. | Sterling Heights | MI | 07/1998 | 12/2016 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 03/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 03/2017 | 08/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 08/2024 | Present |
1)James L. Cattaneo & Associates;not investment related;personal tax preparation;tax preparer;1/10/1983;48 hrs during 2 months;1.5 hrs during trading;prepare and e-file individual tax return 2)Multiple fixed products;investment related;selling different insurance products;financial advisor;2/10/1984;various;30 minutes;based on the clients needs,tolerance for risk and objectives 3)SHA Retirement Group;investment related;financial services;financial advisor;3/2017;160 hrs/month;6.5 hrs during trading;consult on retirement plans 4)One Digital;investment related;3254 University Dr,#190,Auburn Hills,MI 48386;RIA;financial advisor;11/2020;120 hrs/month;advise clients,service clients,meet with clients,provide planning,annual reviews
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-02 |
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