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Advisor at ONEDIGITAL
DANVERS, MA | Georgetown, MA | OVERLAND PARK, KS
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 | Jul 12, 2022 | n/a | yes | DANVERS, MA|Georgetown, MA|OVERLAND PARK, KS | Current employment |
| TIMESCALE FINANCIAL, INC. | Former SEC adviser | May 20, 2015 | Dec 31, 2023 | no | DANVERS, MA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 24, 2006 | Apr 22, 2016 | no | DANVERS, MA|DANVERS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TIMESCALE FINANCIAL, INC. | Onedigital | Dec 31, 2023 | Jul 12, 2022 | -537 | Firm change after gap | Other |
| LPL FINANCIAL LLC | TIMESCALE FINANCIAL, INC. | Apr 22, 2016 | May 20, 2015 | -338 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 186511:106766:MA:2023-12-31 | Dec 31, 2023 | Jul 12, 2022 | DANVERS, MA | Firm change after gap |