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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-08-27 |
| MA | RA | APPROVED | 2023-07-18 |
Branch Locations
222 Rosewood Drive, Danvers, MA 01923 • 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 | Danvers | MA | 04/2023 | Present |
| Forusall, Inc. | San Carlos | CA | 06/2021 | 03/2023 |
| Custodia Financial | Dallas | TX | 04/2018 | 05/2021 |
| Edelman Financial Engines | Boston | MA | 02/2000 | 03/2018 |
Acord Food Pantry; Not Investment Related; Wenham, MA 01984; Charity; Treasurer; 1/1/2025; 4 hours/mo devoted; 0 hours devoted during securities trading hours; Provide food to those in need in our local community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
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