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Cory Harton

Onedigital

North Chesterfield, VA

Overland Park, KS

Richmond, VA

CRD 7646435

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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:

Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-10-10
  • VA RA
    APPROVED
    Since 2022-10-10

Branch Locations

North Chesterfield, VA • United States

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

9954 Mayland Drive Suite 2200, Richmond, VA 23233 • 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
Truist Bank Richmond VA 06/2009 12/2020
Onedigital Investment Advisors Llc Overland Park KS 01/2021 Present
  • 06/2009 → 12/2020
    Truist Bank
    Richmond, VA
  • 01/2021 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-12
  • S65 Uniform Investment Adviser Law Examination
    2022-05-12

View on SEC IAPD

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