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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Emeryville, CA • United States
1450 Maria Lane #400, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | San Francisco | CA | 09/2014 | 08/2019 |
| Tiaa | San Francisco | CA | 09/2014 | 08/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2024 | Present |
| Refinitiv/Lseg | San Francisco | CA | 05/2020 | 05/2021 |
| Tradier Inc | San Francisco | CA | 02/2022 | 05/2023 |
| Unemployed | Emreryville | CA | 08/2019 | 05/2020 |
| Unemployed | Emeryville | CA | 05/2021 | 02/2022 |
| Unemployed | Emeryville | CA | 05/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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