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Amy Catherine Speas

Onedigital

Atlanta, GA

Atlanta, GA

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-12
  • GA RA
    APPROVED
    Since 2025-12-12

Branch Locations

300 Galleria Parkway Suite 1100, Atlanta, GA 30339 • United States

Atlanta, GA • 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
Student Decatur GA 09/2015 05/2018
Myers Park Presbyterian Church Charlotte NC 07/2018 04/2019
Investment Research & Advisory Group, Inc. Atlanta GA 05/2019 06/2021
Gwfs Equities, Inc Greenwood Village CO 06/2021 06/2022
Principal Life Insurance Company Atlanta GA 06/2022 10/2025
Principal Securities Inc Atlanta GA 07/2022 10/2025
Principal Bank And Principal Trust Company Atlanta GA 06/2022 10/2025
Onedigital Investment Advisors Llc Overland Park KS 11/2025 Present
  • 09/2015 → 05/2018
    Student
    Decatur, GA
  • 07/2018 → 04/2019
    Myers Park Presbyterian Church
    Charlotte, NC
  • 05/2019 → 06/2021
    Investment Research & Advisory Group, Inc.
    Atlanta, GA
  • 06/2021 → 06/2022
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 06/2022 → 10/2025
    Principal Life Insurance Company
    Atlanta, GA
  • 07/2022 → 10/2025
    Atlanta, GA
  • 06/2022 → 10/2025
    Principal Bank And Principal Trust Company
    Atlanta, GA
  • 11/2025 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2022-08-01 → 2025-10-20
    Atlanta, GA
    Atlanta, GA
  • 2019-11-25 → 2021-06-15
    Atlanta, GA
  • 2013-12-09 → 2015-09-09
    Greensboro, NC
  • 2011-03-15 → 2013-08-14
    Bb&T Institutional Investment Advisers, Inc.
    Greenville, SC
  • 2006-02-01 → 2010-11-09
    Bb&T Asset Management, Inc.
    Greensboro, NC
Other Businesses

Fixed insurance sales and service; investment related; 300 Galleria Parkway, Suite 1100, Atlanta, GA 30339; sales and service of non-variable insurance products; agent; 3/6/2025; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-05
S65 Uniform Investment Adviser Law Examination 2019-11-25
  • S63 Uniform Securities Agent State Law Examination
    2021-10-05
  • S65 Uniform Investment Adviser Law Examination
    2019-11-25
Other Names
  • Amy C Speas
  • Amy Catherine Speas
  • Amy Speas

View on SEC IAPD

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