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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-10 |
Branch Locations
180 Mount Airy Road, Basking Ridge, NJ 07920 • 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 | 06/2024 | Present |
| Ohio University | Athens | OH | 08/2023 | 05/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2023 | 08/2023 |
| Ohio University | Athens | OH | 09/2022 | 05/2023 |
| Drivewealth | New York | NY | 06/2022 | 08/2022 |
| Ohio University | Athens | OH | 09/2020 | 05/2022 |
| St. Joseph Regional High School | Montvale | NJ | 06/2020 | 08/2020 |
| Unemployed | Montvale | NJ | 11/2019 | 05/2020 |
| Erik Nates Euro Hockey | Mamaroneck | NY | 06/2019 | 11/2020 |
| St. Joseph Regional High School/ Our Lady Of Mercy Academy | Montvale | NJ | 09/2014 | 06/2019 |
Fixed insurance sales and service; investment related; 180 Mount Airy Road, Basking Ridge, NJ 07920; sales and service of non-variable insurance products; agent; 09/18/2024; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-07 |
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