Best Investors
Account
Sign in
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
190 W Huffaker Lane Suite 403, Reno, NV 89511 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hendricks & Associates, Inc. | Reno | NV | 03/1977 | 03/2026 |
| Securities America, Inc. | Reno | NV | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Reno | NV | 06/2024 | Present |
| Onedigital Investment Advisors, Llc | Overland Park | KS | 04/2026 | Present |
1) Fixed insurance sales and service; investment related; 190 W. Huffaker Ln. Suite 403, Reno, NV 89511; sales and service of non-variable insurance products including life, health, and disability insurance; insurance agent / agency president; 01/01/1981; 80 hrs/month; 80 hrs during trading; sales and service of non-variable insurance products __|__ 2) Summary Plan Description (SPD) wrap document preparation services; not investment related; 190 W. Huffaker Ln. Suite 403, Reno, NV 89511; administrative preparation and updating of Summary Plan Description (SPD) wrap documents for employee benefits clients through Digital Insurance LLC using a third-party software provider; employee benefits document preparation services; 09/15/2014; 3 hrs/month; 3 hrs during trading; prepares and maintains SPD wrap documents for employee benefits clients for a fee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-10 |
Reach out to this advisor