Amy Catherine Speas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Principal Securities Inc
  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
  Principal Securities, Inc.
  Atlanta, GA
  Atlanta, GA
• 2019-11-25 → 2021-06-15
  Ira Group, Inc.
  Atlanta, GA
• 2013-12-09 → 2015-09-09
  Lpl Financial Llc
  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

• 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