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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-04-27 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Ifg Advisory, Llc | Atlanta | GA | 04/2016 | 04/2021 |
| Triad Advisors | Norcross | GA | 04/2021 | 08/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2021 | Present |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | Present |
| Lpl Financial, Llc | Atlanta | GA | 04/2016 | 04/2021 |
1) OneDigital Investment Advisors LLC; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; RIA; senior vice president; 1/2021; 150 hrs/month; 6.5 hrs during trading; IAR 2) Fixed insurance sales and service; investment related; 300 Galleria Pkwy Suite 1100 Atlanta GA 30339; sales and service of non-variable insurance products; agent; 1/22/1999; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-22 |
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