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Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | Houston, TX
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 | Feb 23, 2024 | n/a | yes | Houston, TX|OVERLAND PARK, KS | Current employment |
| LEGACY ASSET MANAGEMENT, INC. | Former SEC adviser | Aug 3, 2023 | Aug 28, 2024 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY ASSET MANAGEMENT, INC. | Onedigital | Aug 28, 2024 | Feb 23, 2024 | -187 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111423:106766:TX:2024-08-28 | Aug 28, 2024 | Feb 23, 2024 | HOUSTON, TX | Firm change after gap |