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Cindy Bea Autry

Onedigital

Winston-Salem, NC

Overland Park, KS

CRD 5584435

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Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-01-08
  • NC RA
    APPROVED
    Since 2021-01-08

Branch Locations

Winston-Salem, NC • 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
Bb&T Retirement & Institutional Services Orlando FL 06/2007 Present
Resources Investment Advisors, Llc Overland Park KS 01/2021 Present
  • 06/2007 → Present
    Bb&T Retirement & Institutional Services
    Orlando, FL
  • 01/2021 → Present
    Resources Investment Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2011-03-15 → 2020-12-31
    Bb&T Institutional Investment Advisers, Inc.
    Greenville, SC
  • 2008-08-19 → 2010-11-08
    Bb&T Asset Management, Inc.
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-15
  • S65 Uniform Investment Adviser Law Examination
    2008-08-15

View on SEC IAPD

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