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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED_RES | 2026-04-22 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2101 Hwy 34 South Suite B, Wall, NJ 07719 • United States
Kingston, PA • 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 |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 09/2008 | 07/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2008 | 07/2022 |
| Onedigital Investment Advisors | Overland Park | KS | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-12 |
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