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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-10 |
Branch Locations
420 Lexington Avenue Suite 2616, New York, NY 10170 • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | New York | NY | 01/2024 | Present |
| Onedigital Investment Advisors Llc | White Plains | NY | 02/2020 | 12/2023 |
| Strategic Retirement Group | White Plains | NY | 07/2019 | 01/2020 |
| Unemployed | Stamford | CT | 05/2019 | 07/2019 |
| Tulane University | New Orleans | LA | 01/2019 | 05/2019 |
| Ubs Financial Services Inc. | Buffalo | NY | 06/2018 | 08/2018 |
| Tulane University | New Orleans | LA | 09/2016 | 05/2019 |
| Unemployed, Student | Buffalo | NY | 08/2015 | 09/2016 |
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