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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-20 |
Branch Locations
300 Galleria Pkwy Suite 1100, Atlanta, GA 30339 • United States
Atlanta, GA • 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 | 07/2024 | Present |
| Onedigital | Altanta | GA | 08/2022 | 07/2024 |
| State Farm Insurance | Alpharetta | GA | 05/2022 | 07/2022 |
| Associated Credit Union | Peachtree Corners | GA | 05/2021 | 07/2021 |
| Davis Engineering & Surveying | Dawsonville | GA | 12/2020 | 02/2021 |
| Cumming Liquors | Cumming | GA | 12/2019 | 11/2020 |
| University Of North Georgia | Dahlonega | GA | 08/2019 | 05/2022 |
| R Ranch In The Mountains | Dahlonega | GA | 05/2019 | 08/2019 |
| Dominos Pizza | Kennesaw | GA | 10/2018 | 05/2019 |
| Amerit Fleet Solutions | Douglasville | GA | 05/2018 | 10/2018 |
| James R Adams & Assoc. | Bowling Green | KY | 01/2018 | 05/2018 |
| University Of North Georgia | Dahlonega | GA | 08/2017 | 12/2017 |
| Us Army Ga National Guard | Hartwell | GA | 05/2016 | 05/2022 |
| Us Army Military Training | Fort Lee | VA | 05/2017 | 08/2017 |
| Us Army Military Training | Fort Jackson | SC | 02/2017 | 05/2017 |
| James R Adams & Assoc. | Bowling Green | KY | 05/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
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