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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-06-03 |
Branch Locations
921 East Fort Avenue Suite 230, Baltimore, MD 21230 • 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 |
|---|---|---|---|---|
| Hightower Securities, Llc | Hunt Valley | MD | 11/2014 | Present |
| Hightower Advisors, Llc | Hunt Valley | MD | 11/2014 | 06/2021 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2021 | Present |
1) Fixed insurance sales and service; investment related; 921 East Fort Ave, Suite 230, Baltimore, MD 21230; sales and service of non-variable insurance products; agent; 06/2021; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products__|__ 2) Bay Area Community Church; non-investment related; 884 Chesterfield Road Annapolis, MD 21401; Volunteer service as Elder Board member and Finance Team participant; Board Member / Finance Team Member; 02/03/2011; 10 hrs/month; 0 hrs during trading; Volunteer church governance and financial oversight__|__
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-13 |
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