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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-06-01 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Troy | MI | 01/2014 | 03/2017 |
| Sha Retirement Group | Troy | MI | 01/2014 | Present |
| Onedigital Investment Advisors Llc | Leawood | MI | 05/2015 | Present |
1. 01/29/2014-SHA RETIREMENT GROUP/DBA ONLY/100%/TROY, MI 2. 03/19/2015 - SNOOK HOUSEY ADVISORS, INC. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 1 HOUR PER MONTH - TROY, MI 3. 10/19/2015 * OneDigital Investment Advisors LLC * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 07/20/2015 * 20 HRS/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-20 |
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