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Advisor at ONEDIGITAL
OVERLAND PARK, KS | Walnut Creek, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Onedigital | Institutional manager | Apr 3, 2017 | n/a | yes | Walnut Creek, CA|OVERLAND PARK, KS | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Jul 7, 2016 | Mar 28, 2017 | no | Austin, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 16, 2013 | Jul 25, 2016 | no | DANVILLE, CA|FORT MILL, SC|DANVILLE, CA|SAN RAMON, CA | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Jan 11, 2013 | Nov 12, 2013 | no | PITTSBURGH, PA|DANVILLE, CA|SAN RAMON, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 10, 2012 | Jan 28, 2013 | no | CONCORD, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | Onedigital | Mar 28, 2017 | Apr 3, 2017 | 6 | Firm change | Other |
| LPL FINANCIAL LLC | KESTRA ADVISORY SERVICES, LLC | Jul 25, 2016 | Jul 7, 2016 | -18 | Firm change | Other |
| OSAIC FS, INC. | LPL FINANCIAL LLC | Nov 12, 2013 | Oct 16, 2013 | -27 | Firm change | Other |
| LPL FINANCIAL LLC | OSAIC FS, INC. | Jan 28, 2013 | Jan 11, 2013 | -17 | Firm change | Other |