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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-16
  • NC RA
    APPROVED
    Since 2026-01-16

Branch Locations

11330 Vanstory Drive Ste 114A, Huntersville, NC 28078 • 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
Woodbury Financial Services, Inc Huntersville NC 05/2012 01/2024
Osaic Wealth, Inc. Wilkesboro NC 01/2024 Present
Onedigital Investment Advisors Llc Overland Park KS 01/2026 Present
  • 05/2012 → 01/2024
    Woodbury Financial Services, Inc
    Huntersville, NC
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Wilkesboro, NC
  • 01/2026 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2012-05-24 → 2024-01-19
    Woodbury Financial Services, Inc.
    Huntersville, NC
    Wilkesboro, NC
  • 2010-10-07 → 2012-05-21
    Waddell & Reed
    Charlotte, NC
  • 2008-03-10 → 2010-09-15
    Cornelius, NC
    St Louis, MO
Other Businesses

ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 11330 VANSTORY DRIVE STE 114A, HUNTERSVILLE NC 28078; INVESTMENT ADVISER REPRESENTATIVE; VP, WEALTH MANAGEMENT; 1/1/2026; 160 HRS/MO DEVOTED; 160 HRS/MO DEVOTED DURING TRADING; INVESTMET ADVISORY SERVICES __|__ INSURANCE BROKER; INVESTMENT RELATED; 11330 VANSTORY DRIVE, STE 114A; HUNTERSVILLE, NC 28078; AGENT; 4/3/2018; 5 HRS/MO DEVOTED; 5 DURING TRADING; RESEARCH AND RECOMMEND INSURANCE PRODUCT SOLUTIONS THAT BEST FIT CLIENTS NEEDS __|__ G&G LAKEFRONT LLC; NOT INVESTMENT RELATED; 18716 NAUTICAL DRIVE, UNIT 4, CORNELIUS, NC 28031; LLC; VP/REGISTERED AGENT;8/15/2015; 1 HR/MO DEVOTED; 0 HOURS DURING TRADING; FAMILY OWNED LLC WHICH OWNS REAL ESTATE PROPERTY. ASSIST WITH ANNUAL FILING REPORT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-06
  • S66 Uniform Combined State Law Examination
    2008-03-06
Other Names
  • Matthew G Shahady
  • Matt Shahady

View on SEC IAPD

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