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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-22 |
Branch Locations
1645 Indian Wood Circle Suite 203, Maumee, OH 43537 • 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 | Overland Park | KS | 07/2023 | Present |
| Huntington Bank | Toledo | OH | 04/2020 | 06/2023 |
| Fifth Third Bank | Toledo | OH | 07/2012 | 04/2020 |
ALLEN TOWNSHIP POSITION: Fiscal Officer NATURE: Recordkeeping and Administrative INVESTMENT RELATED: No NUMBER OF HOURS: 7 hrs/wk SECURITIES TRADING HOURS: 0 hrs/wk START DATE: April 2020 ADDRESS: 21030 W. Toledo Street Williston, OH, 43468, United States DESCRIPTION: Her responsibilities are to pay bills for the township, take meeting minutes, and type up deeds if a cemetery plot is purchased. She does not have any decision-making authority in her role, does not have the ability to vote, and all checks she issues are also signed by two trustees with the township, per Ohio Revised Code (ORC). She is not a trustee. The township, as a municipality, is subject to the provision of OPERS (Ohio Public Employees Retirement System). As such, she is required to contribute to that fund. They also offer a 457 deferred compensation plan - through the State of Ohio. She does have a small balance in that plan but does not currently contribute to it. OneDigital does not provide services to OPERS nor to the Deferred Compensation Plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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