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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-19 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2101 Highway 34 South Suite B, Wall, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management And Servicing, Inc. | Roickaway | NJ | 07/1998 | 06/2018 |
| Comprehensive Capital Management, Inc. | Avon | NJ | 02/2003 | 02/2022 |
| Gouldin & Mccarthy, Llc | Basking Ridge | NJ | 07/2018 | 02/2022 |
| East Main Street Advisors, Llc | Manasquan | NJ | 01/2011 | 02/2022 |
| Apw Capital, Inc. | Rockaway | NJ | 06/2018 | 02/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2022 | Present |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Osaic Wealth, Inc. | Wall | NJ | 08/2024 | 08/2025 |
Seton Hall Preparatory School;not investment related;120 Northfield Ave,West Orange,NJ 07052;private high school 9-12;board member;8/18/2018;8 hrs/month;0 hrs during trading;operational oversight and fundraising __|__ Fixed insurance sales and service; investment related; 2101 Highway 34 South, Suite B, Wall, NJ, 07719; sales and service of non-variable insurance products; agent; 03/06/1986; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-23 |
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