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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-16 |
| PA | RA | APPROVED | 2018-09-19 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
80 Business Park Drive #205, Armonk, NY 10504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | White Plains | NY | 11/2010 | 10/2018 |
| Independent Financial Partners | White Plains | NY | 10/2012 | 10/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 09/2018 | Present |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Osaic Wealth, Inc. | Armonk | NY | 08/2024 | 09/2025 |
1) POA; investment related; Jupiter, FL; POA; 1/15/2021; 1 hr/month; 0 hours during trading; assist parents 2) Fixed insurance sales and service; investment related; 80 Business Park Drive, #205, Armonk, NY, 10504; sales and service of non-variable insurance products; agent; 1/30/2024; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-28 |
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