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Account
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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-12 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
5955 Carnegie Blvd Suite 140, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Charlotte | NC | 02/2011 | 12/2023 |
| John Hancock Distributors Llc | Stuart | FL | 05/2011 | 12/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2023 | Present |
Boy Scouts of America; not investment-related; volunteer; cubmaster; Charlotte, NC 28270; 5/2/23; 5 hours/month devoted; 0 hours during securities trading hours; help plan activities and run the meetings Rocky River Trout Unlimited; not investment-related; Board Member; Charlotte, NC 28270; 4/14/25; 3 hours/month devoted; 0 hours during securities trading hours; Fresh water conservation and preserving trout habitat.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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