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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
| SC | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
11330 Vanstory Drive Ste 114E, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Teeter | Cornelius | NC | 01/2017 | 05/2020 |
| Cactus Car Wash | Mount Pleasant | SC | 05/2021 | 06/2021 |
| Wild Dunes Resort | Mount Pleasant | SC | 07/2021 | 08/2022 |
| Coastal Carolina University | Conway | SC | 08/2020 | 11/2020 |
| College Of Charleston | Charleston | SC | 01/2021 | 05/2024 |
| Henry's On The Market | Charleston | SC | 03/2024 | 04/2024 |
| Community School Of Davidson | Davidson | NC | 06/2014 | 01/2017 |
| Osaic Wealth Inc | Huntersville | NC | 06/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 03/2026 | Present |
ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 11330 VANSTORY DRIVE STE 114E, HUNTERSVILLE NC 28078; INVESTMENT ADVISER REPRESENTATIVE; WEALTH MANAGEMENT; 1/16/2025; 160 HRS/MO DEVOTED; 160 HRS/MO DEVOTED DURING TRADING; INVESTMENT ADVISORY SERVICES __|__ INSURANCE BROKER; INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114E; HUNTERSVILLE, NC 28078; AGENT; 1/16/2025; 5 HRS/MO DEVOTED; 5 DURING TRADING; RESEARCH AND RECOMMEND INSURANCE PRODUCT SOLUTIONS THAT BEST FIT CLIENTS NEEDS __|__
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
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