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Daniel Lawrence Overholt

Onedigital

Auburn Hills, MI

Rochester Hills, MI

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-06
  • MI RA
    APPROVED
    Since 2026-06-06

Branch Locations

900 N Squirrel Rd, Auburn Hills, MI 48326 • United States

Rochester Hills, MI • 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
Us Army - Ground Vehicle Systems Center Warren MI 03/2021 03/2026
Us Army - Ground Vehicle Systems Center Warren MI 05/2019 03/2021
Us Army - Ground Vehicle Systems Center Warren MI 11/2016 05/2019
Onedigital Investment Advisors Llc Overland Park KS 03/2026 Present
Unemployed Warren MI 06/2016 11/2016
  • 03/2021 → 03/2026
    Us Army - Ground Vehicle Systems Center
    Warren, MI
  • 05/2019 → 03/2021
    Us Army - Ground Vehicle Systems Center
    Warren, MI
  • 11/2016 → 05/2019
    Us Army - Ground Vehicle Systems Center
    Warren, MI
  • 03/2026 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 06/2016 → 11/2016
    Unemployed
    Warren, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-06
  • S65 Uniform Investment Adviser Law Examination
    2026-06-06
Other Names
  • Dan Overholt
  • Daniel L Overholt
  • Daniel Overholt

View on SEC IAPD

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LPL FINANCIAL LLC
PREDMORE ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DANIEL THOMAS WISNIEWSKI
ANDREW SCOTT GRABINSKI
James R Smith
PATRICE LANELL JOSIENE SINCLAIR
John A Kulhavi
JASON LEE FIREK
John G Gaynor
Nancy Ann Smith

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · AUBURN HILLS, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Auburn Hills, MI
J.P. MORGAN SECURITIES LLC · AUBURN HILLS, MI
GIBBS WEALTH MANAGEMENT, LLC · Bloomfield Twp, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
PREDMORE ADVISORS LLC · ROCHESTER HILLS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Auburn Hills, MI

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