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Sonja Rene Harris

Onedigital

Haymarket, VA

Manassas, VA

Overland Park, KS

CRD 5442823

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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
TX RA APPROVED 2026-07-02
VA RA APPROVED 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-02
  • VA RA
    APPROVED
    Since 2026-07-02

Branch Locations

Haymarket, VA • United States

9265 Corporate Circle, Manassas, VA 20110 • 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
OrganizationCityStateFromTo
Voya Financial Advisors Manassas VA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 07/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 07/2026
Onedigital Investment Advisors Llc Overland Park KS 07/2026 Present
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Manassas, VA
  • 06/2021 → 07/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → 07/2026
    Schaumburg, IL
  • 07/2026 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2023-06-29 → 2026-07-07
    Baltimore, MD
    Stafford, VA
    Haymarket, VA
  • 2021-06-09 → 2023-06-29
    Cetera Wealth Services, Llc
    Toledo, OH
    Stafford, VA
    Vienna, VA
    Manassas, VA
    Baltimore, MD
    Haymarket, VA
  • 2008-06-09 → 2021-06-09
    Vienna, VA
    Toledo, OH
    Manassas, VA
    Herndon, VA
    Stafford, VA
    Baltimore, MD
    Windsor, CT
Other Businesses

FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 9265 CORPORATE CIRCLE; MANASSAS; VA; 20110; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 3/27/2014; 20 HRS/MONTH; 2 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-14
  • S66 Uniform Combined State Law Examination
    2008-05-14
Other Names
  • Sonja Bargo
  • Sonja Rene Bargo
  • Sonja Harris

View on SEC IAPD

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