Best Investors
Account
Sign in
Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-09 |
Branch Locations
Centennial, CO • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avant-Garde Advisors Llc | Centennial | CO | 04/2015 | 12/2016 |
| Wealthsource Partners, Llc | Centennial | CO | 01/2016 | 09/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-24 |
Reach out to this advisor