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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-12 |
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 |
|---|---|---|---|---|
| Orion Advisor Technology | Omaha | NE | 02/2021 | 06/2023 |
| Orion Portfolio Solutions | Omaha | NE | 02/2021 | 06/2023 |
| Bank Of America | Rolling Meadows | IL | 07/2020 | 01/2021 |
| Ubs Financial | Lincoln | NE | 01/2019 | 03/2020 |
| Lighthouse | Lincoln | NE | 08/2018 | 05/2019 |
| Asset Strategies | Omaha | NE | 07/2018 | 08/2018 |
| Northwestern Mutual | Omaha | NE | 05/2016 | 12/2018 |
| Hyvee | Omaha | NE | 01/2013 | 01/2017 |
| Unemployed | Omaha | NE | 03/2020 | 07/2020 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
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