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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-05-06 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
195 Scott Swamp Road, Ste 100, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 10/2012 | 05/2019 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2019 | Present |
| Future Benefits, Inc. | Chesire | CT | 05/1989 | 05/2019 |
NORTHWEST CATHOLIC HIGH SCHOOL; NOT INVESTMENT RELATED; 29 WAMPANOAG DRIVE WEST HARTFORD CT 06117; HIGHSCHOOL; COACH; FINANCE/ENDOWMENT COMMITTEE MEMBER; 6/1/1994; 10 HRS/MO DEVOTED; 0 HRS/MO DURING TRADING; COACH FOR NORTHWEST CATHOLIC HIGH SCHOOL, AND ALSO SITS ON THE FINANCE/ENDOWMENT COMMITTEE BOARD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-27 |
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