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Kaitlyn Rose Lingard

Onedigital

Greensboro, NC

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-11
  • NC RA
    APPROVED
    Since 2023-12-11

Branch Locations

3623 N. Elm Street Suite 102, Greensboro, NC 27455 • 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
Triad Financial Advisors Greensboro NC 08/2019 12/2023
Lees At Depot Dillsboro NC 09/2016 05/2017
Western Carolina University Cullowhee NC 08/2015 05/2019
Onedigital Investment Advisors Llc Overland Park KS 08/2023 Present
  • 08/2019 → 12/2023
    Triad Financial Advisors
    Greensboro, NC
  • 09/2016 → 05/2017
    Lees At Depot
    Dillsboro, NC
  • 08/2015 → 05/2019
    Western Carolina University
    Cullowhee, NC
  • 08/2023 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2022-08-29 → 2023-12-11
    Triad Financial Advisors, Inc.
    Greensboro, NC
Designations
Other Names
  • Kaitlyn Lingard

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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