Vasiliky Kyriacou Dionne

Current Employers

Employment History

• 01/2013 → 07/2019
  Paul L. Dionne, Dmd
  Glen Ridge, NJ
• 07/2019 → 08/2022
  Kb Financial Advisory Partners
  Princeton, NJ
• 08/2022 → Present
  Onedigital Investment Advisors Llc
  Princeton, NJ
• 07/2019 → Present
  Kb Financial Partners
  Princeton, NJ

Previous Registrations

• 2023-07-28 → 2023-12-31
  Kb Financial Partners, Llc
  Princeton, NJ

Other Businesses

?the name of the other business; OneDigital ?whether the business is investment-related; Yes ?the address of the other business; 11101 SWITZER ROAD SUITE 200, OVERLAND PARK, KS 66210 +26 ?the nature of the other business; RIA ?your position; Director of Family Office Services ?title, or relationship with the other business; Director of Family Office Services ?the start date of your relationship; 08/2022 (per OD U-4) ?the approximate number of hours/month you devote to the other business; 50% KB, 50% OneDigital ?the number of hours you devote to the other business during securities trading hours; 50% KB, 50% OneDigital ?and briefly describe your duties relating to the other business; Provide family office services to ultra high net worth clients. Services include coordination of expert advisors (tax, legal, financial, insurance, etc.), consolidation and reporting of financial information, liquidity forecasting, foundation and DAF support and administration, support and administration for special purpose entities, financial management/administration, risk management, and coordination of other special projects unique to this type of client.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-20