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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-18 |
Branch Locations
60 E 42Nd Street #5310, New York, NY 10165 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Nesconset, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Wealth | New York | NY | 01/2023 | 05/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2026 | Present |
| M Holdings Securities | Portland | OR | 10/2017 | 09/2019 |
| Chernoff Diamond & Co., Llc | Uniondale | NY | 03/2017 | 04/2019 |
| Ross Strent & Company, Llp | Melville | NY | 08/2015 | 04/2017 |
| Full-Time Education | Smithtown | NY | 09/2007 | 08/2017 |
| Usi Consulting Group, Inc. | Glastonbury | CT | 04/2019 | 01/2023 |
| Usi Advisors, Inc. | Glastonbury | CT | 10/2019 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
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