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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-28 |
Branch Locations
222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States
Wakefield, MA • 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 | 05/2019 | Present |
| State Street Corporation | Boston | MA | 08/2015 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
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