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Karlee Adair Lakin

Onedigital

High Point, NC

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-05
  • NC RA
    APPROVED
    Since 2025-11-05

Branch Locations

4009 Meeting Way Suite 101, High Point, NC 27265 • 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
Securities America, Inc Greensboro NC 02/2022 06/2024
Midtown Financial Advisors Greesboro NC 01/2022 10/2025
Midtown Financial Advisors Greensboro NC 06/2019 07/2021
Guilford Technical Community College Jamestown NC 07/2017 05/2019
The Red Radish Catering Company Kernersville NC 06/2017 07/2017
Student - Home Schooled Oak Ridge NC 08/2010 06/2017
Reaching A Generation Mokopane 07/2021 11/2021
Unemployed Oak Ridge NC 11/2021 01/2022
Osaic Wealth, Inc. Greensboro NC 06/2024 10/2025
Osaic Wealth, Inc. Greensboro NC 06/2024 10/2025
Onedigital Investment Advisors Llc Overland Park KS 11/2025 Present
  • 02/2022 → 06/2024
    Securities America, Inc
    Greensboro, NC
  • 01/2022 → 10/2025
    Midtown Financial Advisors
    Greesboro, NC
  • 06/2019 → 07/2021
    Midtown Financial Advisors
    Greensboro, NC
  • 07/2017 → 05/2019
    Guilford Technical Community College
    Jamestown, NC
  • 06/2017 → 07/2017
    The Red Radish Catering Company
    Kernersville, NC
  • 08/2010 → 06/2017
    Student - Home Schooled
    Oak Ridge, NC
  • 07/2021 → 11/2021
    Reaching A Generation
    Mokopane
  • 11/2021 → 01/2022
    Unemployed
    Oak Ridge, NC
  • 06/2024 → 10/2025
    Osaic Wealth, Inc.
    Greensboro, NC
  • 06/2024 → 10/2025
    Osaic Wealth, Inc.
    Greensboro, NC
  • 11/2025 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2024-06-14 → 2025-11-04
    Osaic Wealth, Inc.
    Greensboro, NC
  • 2023-01-30 → 2024-06-14
    Securities America Advisors, Inc.
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Other Names
  • Karlee Lakin

View on SEC IAPD

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