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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-29 |
Branch Locations
Eagle Mountain, UT • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
8706 South 700 East Suite 104, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Communications | Provo | UT | 04/2015 | 06/2017 |
| Goldman Sachs | Draper | UT | 06/2017 | 10/2024 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 10/2024 | 04/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
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