Rosalyn Nadine Winston

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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-08-01

VA RA
APPROVED

Since 2025-08-01

Branch Locations

Richmond, VA • United States

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

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

Organization	City	State	From	To
Onedigital Health & Benefits	Richmond	VA	03/2013	03/2025
Onedigital Investment Advisors Llc	Overland Park	KS	03/2025	Present

03/2013 → 03/2025

Onedigital Health & Benefits

Richmond, VA
03/2025 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

Other Businesses

1.) Fixed insurance sales and service; investment related; 9954 Mayland Drive, Suite 2200, Richmond, VA, 23233; sales and service of non-variable insurance products; agent; 3/2003; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-01

S65 Uniform Investment Adviser Law Examination

2025-08-01

Other Names

Robin Overby
Roz Overby
Roz Winston
Rosalyn N. Winston
Rosalyn N. Overby
Rosalyn Nadine Overby

View on SEC IAPD