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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Bend, OR • United States
15 Sw Colorado Avenue Suite 280, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valentine Ventures, Llc | Bend | OR | 07/2016 | 12/2020 |
| Asi Wealth Management & Consulting Services | Bend | OR | 01/2021 | 12/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-30 |
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