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Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-14 |
Branch Locations
7600 N 16Th Street Suite 100, Phoenix, AZ 85020 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2012 | 06/2020 |
| Osaic Wealth | Scottsdale | AZ | 05/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2012 | 03/2025 |
| Osaic Wealth, Inc. | Phoenix | AZ | 03/2025 | 11/2025 |
| Pfg Advisors Llc | Phoenix | AZ | 03/2025 | 04/2026 |
| United Planners | Scottsdale | AZ | 11/2025 | 04/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 04/2026 | Present |
1. DIGITAL INSURANCE LLC POSITION: Insurance Producer NATURE: Business and Personal Insurance, Risk Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2026 ADDRESS: 300 Galleria Parkway, Suite 1100, Atlanta GA 30339, United States DESCRIPTION: Sale of insurance products 2. ONEDIGITAL INVESTMENT ADVISORS LLC POSITION: Senior Wealth Advisor NATURE: Registered Investment Adviser, Third-Party Administrator, and Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 116 START DATE: 04/01/2026 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park KS 66210, United States DESCRIPTION: Provision of investment advisory and/or financial planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-15 |
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