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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-17 |
Branch Locations
Fayetteville, GA • 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 |
|---|---|---|---|---|
| Swmg Holdings, Llc | Atlanta | GA | 01/2021 | 05/2026 |
| Unemployed | Fayetteville | GA | 03/2020 | 12/2020 |
| Buckle Services Llc | Atlanta | GA | 12/2019 | 03/2020 |
| Phoebe Putney Health System | Albany | GA | 09/2016 | 12/2019 |
| Strategic Wealth Specialists | Pensacola | FL | 12/2013 | 09/2016 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2025 | Present |
FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 300 GALLERIA PARKWAY, SUITE 1100, ATLANTA, GA 30339; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 6/2013; 2 HRS/MONTH DEVOTED; <1 HR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__ H&H TEAM PROPERTIES LLC; INVESTMENT RELATED; FAYETTEVILLE, GA 30215; LLC; OWNER/PARTNER; 1/2022; 2 HRS/MONTH DEVOTED; 0 DURING TRADING; JOINT PARTNERSHIP WITH SPOUSE TO MANAGE A RENTAL PROPERTY __|__ CORAM DEO CLASSICAL SCHOOL; NOT INVESTMENT RELATED; 206 WILLOWBEND ROAD, PEACHTREE CITY, GA 30269; PRIVATE EDUCATIONAL INSTITUTION; BOARD MEMBER; 6/2026; 3 HRS/MONTH DEVOTED; 1 HR DURING TRADING; ENSURING THE LONG-TERM, MISSION-BASED, SUSTAINABLE SUCCESS, AND VIABILITY OF CORAM DEO CLASSICAL SCHOOL __|__
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-25 |
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