Kasi Richardson Boyles

Current Employers

Employment History

• 09/2014 → 02/2018
  Voya Financial
  Tampa, FL
• 09/2014 → 02/2018
  Voya Financial Advisors
  Redlands, CA
• 03/2018 → 11/2022
  Lincoln Financial Advisor, Inc
  Ellicott City, MD
• 01/2023 → 04/2026
  Sageview Advisory Group, Llc (Crd #126777)
  Newport Beach, CA
• 02/2023 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2023-01-25 → 2026-04-03
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  Fulton, MD
• 2018-03-27 → 2022-11-11
  Osaic Fa, Inc.
  Ellicott City, MD
  Fort Wayne, IN
• 2010-12-23 → 2018-03-19
  Voya Financial Advisors, Inc.
  Raleigh, NC
  Fairfax, VA
  Windsor, CT
  Tampa, FL
  Houston, TX
  Nashville, TN
  Redlands, CA
  Fairfax, VA
  Fairfax, VA
  Ellicott City, MD
  Redlands, CA
  Raleigh, NC
• 2007-02-05 → 2010-12-31
  Voya Financial Partners, Llc
  Tampa, FL
• 2005-12-19 → 2006-12-11
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

Fixed insurance sales and service; investment related; 921 E Fort Avenue, Suite 230, Baltimore MD 21230; sales and service of non-variable insurance products; agent; 04/06/2026; 4hrs/month; 1 hr during trading; sales and service of non-variable insurance products__|__

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-10
• S63 Uniform Securities Agent State Law Examination
  2011-09-16
• S66 Uniform Combined State Law Examination
  2005-12-15

Other Names

• Kasi Beth Richardson