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Bryan William Volk

Onedigital

Overland Park, KS

Cape Coral, FL

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-30
  • FL RA
    APPROVED
    Since 2024-08-30

Branch Locations

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

Cape Coral, FL • 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
Charles Schwab & Co., Inc. Richfield OH 02/2011 12/2017
Valmark Securities, Inc. Akron OH 01/2018 05/2018
Huntington Private Bank Akron OH 07/2018 03/2022
Charles Schwab Cape Coral FL 03/2022 08/2024
Onedigital Investment Advisors Llc Overland Park KS 08/2024 Present
  • 02/2011 → 12/2017
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 01/2018 → 05/2018
    Valmark Securities, Inc.
    Akron, OH
  • 07/2018 → 03/2022
    Huntington Private Bank
    Akron, OH
  • 03/2022 → 08/2024
    Charles Schwab
    Cape Coral, FL
  • 08/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27
Other Names
  • Bryan William Volk
  • Bryan W Volk

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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