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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-21 |
Branch Locations
125 E. Intendencia Street Suite 201, Pensacola, FL 32502 • United States
Pensacola, FL • 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 |
|---|---|---|---|---|
| Rodney Rich & Co | Pensacola | FL | 05/2014 | 05/2021 |
| Cadaret, Grant & Co., Inc. | Pensacola | FL | 12/2017 | 05/2021 |
| Triad Advisors | Norcross | GA | 05/2021 | 08/2024 |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 08/2021 | Present |
| Osaic Wealth, Inc. | Pensacola | FL | 08/2024 | Present |
1)OneDigital;investment related;125 E. Intendencia Street, Suite 201, Pensacola, Florida 32502;dba;financial services coordinator;5/2019;160 hrs/month;6.5 hrs during trading;advisor admin
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
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