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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-04-13 |
Branch Locations
8235 Forsyth Blvd Suite 540, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 01/2007 | 04/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2018 | Present |
| Vertical Financial | St. Louis | MO | 04/2018 | 10/2020 |
| Triad Advisors | Norcross | GA | 04/2018 | 08/2024 |
| Osaic Wealth, Inc. | St. Louis | MO | 08/2024 | 07/2025 |
1) LoveU2Pieces; Not Investment-Related; 8050 Watson Road, St. Louis MO 63119; non-profit organization 501(C)(3); Treasurer; Board Member; 07/01/2015; 3 hours per month devoted; 2 hours devoted during securities trading hours; Monitor the financial records, review the book with data entry provided by an administrative support service __|__ 2) Laura Scobee (Fixed Insurance); Investment related; Clayton, MO 63105; sales and service of non-variable insurance products; 12/31/06; 15 hours/month devoted; 0 hours devoted during securities trading hours; sales and service of non-variable insurance products __|__ 3) PEO; not investment-related; St. Louis MO 63119; charitable organization; 501(c)(3); president; 3/1/2025; 6 hours/month devoted; 0 hours during securities trading hours; member of many local chapters, a women's group that helps educate women, providing loans and scholarships on a national and international basis__|__
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-04 |
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