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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-22 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
222 Rosewood Drive, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2022 | 06/2025 |
| 1776 Liquors | Bristol | RI | 11/2021 | 04/2022 |
| Newport Beach Club | Portsmouth | RI | 06/2021 | 10/2021 |
| 41 North Restaurant | Newport | RI | 05/2021 | 09/2021 |
| Pcx Aerosystems | Newington | CT | 10/2017 | 12/2020 |
| Willington Pizza Too | Willington | CT | 01/2017 | 05/2017 |
| Tolland High School | Tolland | CT | 06/2014 | 08/2018 |
| Roger Williams University | Bristol | RI | 08/2018 | 06/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 06/2025 | Present |
FOTOS REAL ESTATE: NOT INVESTMENT RELATED; SOUTH BOSTON, MA 02127; SOLE PROPRIETOR; PURCHASE OF PROPERTY FOR RENOVATION AND RESELLING; 05/13/2024; 1 HOUR/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS; PERFORM DUE DILIGENCE ON PROPERTIES FOR PURCHASE. CURRENTLY AN ACTIVE BUSINESS ENTITIY, BUT NOT CONDUCTING ANY ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-31 |
Reach out to this advisor