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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-03-11 |
Branch Locations
Kansas City, MO • 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 |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2021 | 05/2023 |
| Bukaty Companies Financial Services | Leawood | KS | 05/2017 | 08/2018 |
| The Oread Hotel - Bird Dog Bar And Grill | Lawrence | KS | 08/2018 | 09/2019 |
| American Century Investments | Kansas City | MO | 05/2019 | 08/2019 |
| American Century Investments | Kansas City | MO | 06/2020 | 08/2020 |
| American Century Investments | Kansas City | MO | 09/2020 | 10/2020 |
| Resolution Services | Lawrence | KS | 08/2020 | 09/2020 |
| American Century Investments | Kansas City | MO | 10/2020 | 12/2020 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2016 | 05/2018 |
| University Of Kansas | Lawrence | KS | 08/2018 | 12/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2023 | Present |
| Unemployed | Kansas City | MO | 05/2023 | 12/2023 |
| Triad Advisors | Atlanta | GA | 04/2024 | 08/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 08/2024 | Present |
ONEDIGITAL INVESTMENT ADVISORS POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/11/2023 ADDRESS: 11101 Switzer Rd, Overland Park KS 66210, United States DESCRIPTION: Attend meetings with clients, assist financial advisors and clients with client requests and day to day activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-09 |
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