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Advisor at ONEDIGITAL
OVERLAND PARK, KS | Armonk, NY
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 | Sep 19, 2018 | n/a | yes | OVERLAND PARK, KS|Armonk, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 7, 2016 | Nov 7, 2018 | no | HARRISON, NY|WHITE PLAINS, NY | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 8, 2010 | Nov 1, 2018 | no | WHITE PLAINS, NY|White Plains, NY | Previous registration |
| NRP ADVISORS, INC. | n/a | Jan 2, 2009 | Dec 1, 2010 | no | WHITE PLAINS, NY|BRYAN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Onedigital | Nov 7, 2018 | Sep 19, 2018 | -49 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | Nov 1, 2018 | Apr 7, 2016 | -938 | Firm change after gap | Other |
| NRP ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Dec 1, 2010 | Nov 8, 2010 | -23 | Bulk transfer | Other |