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Colleen Ann Porcaro

Onedigital

Overland Park, KS

Ellicott City, MD

Baltimore, MD

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-07
  • MD RA
    APPROVED
    Since 2026-05-07

Branch Locations

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

Ellicott City, MD • United States

921 East Fort Ave Suite 230, Baltimore, MD 21230 • 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
Onedigital Investment Advisors Llc Overland Park KS 03/2026 Present
Blue Ridge Associates (By Acquisition) Columbia MD 10/2024 02/2026
Coastal Pension Services (Acquired By Blue Ridge Associates) Columbia MD 10/2016 10/2024
Bluestar Retirement Services Ponte Vedra Beach FL 08/2015 10/2016
  • 03/2026 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 10/2024 → 02/2026
    Blue Ridge Associates (By Acquisition)
    Columbia, MD
  • 10/2016 → 10/2024
    Coastal Pension Services (Acquired By Blue Ridge Associates)
    Columbia, MD
  • 08/2015 → 10/2016
    Bluestar Retirement Services
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-06
  • S65 Uniform Investment Adviser Law Examination
    2026-05-06
Other Names
  • Colleen Porcaro
  • Colleen Ann Cashin
  • Colleen Cashin
  • Colleen Cashin Porcaro

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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