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Katrina Yvette Taylor

Onedigital

Mechanicsville, VA

Overland Park, KS

Richmond, VA

CRD 2932270

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Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-02-25
  • VA RA
    APPROVED
    Since 2022-02-25

Branch Locations

Mechanicsville, VA • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

9954 Mayland Drive Suite 2200, Richmond, VA 23233 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T - Retirement And Institutional Services Richmond VA 11/2015 04/2018
Onedigital Investment Advisors Llc Overland Park KS 01/2021 Present
Suntrust Richmond VA 04/2018 12/2020
  • 11/2015 → 04/2018
    Bb&T - Retirement And Institutional Services
    Richmond, VA
  • 01/2021 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 04/2018 → 12/2020
    Suntrust
    Richmond, VA
Previous Registrations
  • 2018-01-02 → 2018-05-29
    Bb&T Institutional Investment Advisers, Inc.
    Richmond, VA
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-25
  • S65 Uniform Investment Adviser Law Examination
    2022-02-25
Other Names
  • Katrina Lomax
  • Katrina Yvette Rankin
  • Katrina Taylor

View on SEC IAPD

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