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Advisor at ONEDIGITAL
OVERLAND PARK, KS | Gaithersburg, MD
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 | May 1, 2023 | n/a | yes | OVERLAND PARK, KS|Gaithersburg, MD | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | May 1, 2023 | no | ROCKVILLE, MD|Gaithersburg, MD|ROCKVILLE, MD | Previous registration |
| KRPG ADVISORS, LLC | n/a | Oct 24, 2016 | Dec 31, 2023 | no | GAITHERSBURG, MD | Previous registration |
| GREENLEAF ADVISORS | Former SEC adviser | Oct 7, 2014 | Oct 26, 2016 | no | GAITHERSBURG, MD|RED BANK, NJ | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jun 20, 2014 | Jul 8, 2014 | no | SAN RAFAEL, CA|Gaithersburg, MD | Previous registration |
| ZIFFER & ASSOCIATES, LLC | n/a | Apr 17, 2012 | Jul 30, 2014 | no | GAITHERSBURG, MD | Previous registration |
| H. BECK, INC. | Former SEC adviser | Jan 12, 2004 | Apr 1, 2021 | no | Gaithersburg, MD|GAITHERSBURG, MD | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Sep 23, 1999 | Jan 14, 2004 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KRPG ADVISORS, LLC | GROVE POINT ADVISORS, LLC | Dec 31, 2023 | Apr 1, 2021 | -1,004 | Firm change after gap | Other |
| GROVE POINT ADVISORS, LLC | Onedigital | May 1, 2023 | May 1, 2023 | 0 | Firm change | Other |
| H. BECK, INC. | ZIFFER & ASSOCIATES, LLC | Apr 1, 2021 | Apr 17, 2012 | -3,271 | Firm change after gap | Other |
| GREENLEAF ADVISORS | KRPG ADVISORS, LLC | Oct 26, 2016 | Oct 24, 2016 | -2 | Firm change | Other |
| ZIFFER & ASSOCIATES, LLC | FINANCIAL TELESIS, INC. | Jul 30, 2014 | Jun 20, 2014 | -40 | Firm change after gap | Other |
| FINANCIAL TELESIS, INC. | GREENLEAF ADVISORS | Jul 8, 2014 | Oct 7, 2014 | 91 | Firm change | Other |
| NEW ENGLAND SECURITIES CORPORATION | H. BECK, INC. | Jan 14, 2004 | Jan 12, 2004 | -2 | Firm change | Other |