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Advisor at ONEDIGITAL
OVERLAND PARK, KS | Sarasota, FL
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 | Dec 15, 2025 | n/a | yes | OVERLAND PARK, KS|Sarasota, FL | Current employment |
| GENERATIONS WEALTH PLANNING LLC | Former SEC adviser | Apr 25, 2018 | Dec 1, 2022 | no | SARASOTA, FL | Previous registration |
| HAYDEN ROYAL | Former SEC adviser | Sep 30, 2016 | Jul 10, 2018 | no | Sarasota, FL|CHARLOTTE, NC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 4, 2008 | Sep 29, 2016 | no | SARASOTA, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 31, 1993 | Sep 11, 2008 | no | SARASOTA, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENERATIONS WEALTH PLANNING LLC | Onedigital | Dec 1, 2022 | Dec 15, 2025 | 1,110 | Firm change after gap | Other |
| HAYDEN ROYAL | GENERATIONS WEALTH PLANNING LLC | Jul 10, 2018 | Apr 25, 2018 | -76 | Firm change after gap | RIA to new firm |
| UBS FINANCIAL SERVICES INC. | HAYDEN ROYAL | Sep 29, 2016 | Sep 30, 2016 | 1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | UBS FINANCIAL SERVICES INC. | Sep 11, 2008 | Sep 4, 2008 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 294608:106766:FL:2022-12-01 | Dec 1, 2022 | Dec 15, 2025 | SARASOTA, FL | Firm change after gap |
| 170037:294608:NC:2018-07-10 | Jul 10, 2018 | Apr 25, 2018 | CHARLOTTE, NC | Firm change after gap |