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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
| NC | RA | APPROVED | 2025-07-10 |
Branch Locations
2021 Shepards Vineyard Drive Ste 100, Apex, NC 27502 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | La Jolla | CA | 06/2020 | 08/2021 |
| Jpmorgan Securities Llc | La Jolla | CA | 06/2020 | 08/2021 |
| Jpmorgan Chase Bank Na | Dallas | TX | 05/2019 | 08/2019 |
| Hilltop Wealth Advisors | Chapel Hill | NC | 10/2017 | 04/2019 |
| Alphalife Care Services | Cary | NC | 05/2017 | 08/2017 |
| Hollister Co | Cary | NC | 05/2016 | 09/2016 |
| University Of North Carolina | Chapel Hill | NC | 08/2016 | 05/2020 |
| Jpmorgan Chase Bank Na | New York | NY | 09/2021 | 05/2023 |
| Jpmorgan Securities Llc | New York | NY | 09/2021 | 05/2023 |
| Securities America, Inc. | Apex | NC | 05/2023 | 06/2024 |
| Securities America Advisors | Apex | NC | 08/2023 | 06/2024 |
| Osaic Wealth, Inc. | Apex | NC | 06/2024 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2025 | Present |
1. INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE, STE 100, APEX, NC 27502; INSURANCE AGENT; 6/2023; 80 HOURS/MONTH DEVOTED; 80 HOURS DURING SECURITIES TRADING HOURS; INSURANCE LICENSURE ACCIDENT & HEALTH OR SICKNESS, LIFE, VARIABLE LIFE & VARIABLE ANNUITY LINES. 2. ONE DIGITAL INVESTMENT ADVISORS POSITION: Director, Wealth Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/07/2025 ADDRESS: 300 Galleria Parkway, Suite 1100, Atlanta GA 30339, United States DESCRIPTION: I am a wealth advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
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