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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Mma Securities Llc | Lewes | DE | 01/2023 | 08/2026 |
| Yard House | San Diego | CA | 08/2015 | 02/2017 |
| Retirement Benefits Group ("Rbg") | San Diego | CA | 02/2017 | 02/2020 |
| Onedigital Health And Benefits, Inc. | San Diego | CA | 03/2020 | 12/2022 |
| Marsh Mclennan Agency | San Diego | CA | 01/2023 | 08/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2026 | Present |
Alison Gallion Photography; Not investment-related; San Diego, California; Photography Business; Lead photographer/Owner; 8/1/2022; 3 hours/month devoted; 0 hours/month during trading; Portrait photography work for individuals and families.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
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