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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-21
  • FL RA
    APPROVED
    Since 2022-11-21

Branch Locations

125 E. Intendencia Street Suite 201, Pensacola, FL 32502 • United States

Pensacola, FL • 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
Rodney Rich & Co Pensacola FL 05/2014 05/2021
Cadaret, Grant & Co., Inc. Pensacola FL 12/2017 05/2021
Triad Advisors Norcross GA 05/2021 08/2024
Onedigital Investment Advisors, Llc Overland Park KS 08/2021 Present
Osaic Wealth, Inc. Pensacola FL 08/2024 Present
  • 05/2014 → 05/2021
    Rodney Rich & Co
    Pensacola, FL
  • 12/2017 → 05/2021
    Cadaret, Grant & Co., Inc.
    Pensacola, FL
  • 05/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2021 → Present
    Onedigital Investment Advisors, Llc
    Overland Park, KS
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Pensacola, FL
Other Businesses

1)OneDigital;investment related;125 E. Intendencia Street, Suite 201, Pensacola, Florida 32502;dba;financial services coordinator;5/2019;160 hrs/month;6.5 hrs during trading;advisor admin

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-28
  • S65 Uniform Investment Adviser Law Examination
    2022-07-28
Other Names
  • Ashley Jean Vogtner

View on SEC IAPD

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