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Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-17 |
Branch Locations
2301 Rexwoods Dr. Suite 116, Raleigh, NC 27607 • 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors | Raleigh | NC | 01/2022 | Present |
| Teksystems | Raleigh | NC | 06/2021 | 01/2022 |
| Cisco | Raleigh | NC | 03/2019 | 06/2021 |
| Teksystems | Raleigh | NC | 08/2017 | 03/2019 |
| Unemployed | Raleigh | NC | 05/2017 | 08/2017 |
| Artful Color | Apex | NC | 05/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
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