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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-04 |
Branch Locations
Kernersville, NC • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
4009 Meeting Way Suite 101, High Point, NC 27265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Greensboro | NC | 05/2016 | 06/2024 |
| Securities Amaerica Advisors | Greensboro | NC | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Greensboro | NC | 06/2024 | Present |
| Osaic Wealth, Inc. | Greensboro | NC | 06/2024 | 08/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2025 | Present |
1) RIGHTPATH RENTALS, LLC; NON INVESTMENT-RELATED; KERNERSVILLE, NC 27284; OWNER; RENTAL REAL ESTATE LLC; 6/11/2018; 5 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; LEASING RESIDENTIAL REAL ESTATE __|__ 2) DIGITAL INSURANCE LLC; INSURANCE AGENT; 4009 MEETING WAY SUITE HIGH POINT NC 27265; 08/01/2025; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-01 |
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