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Advisor at ONEDIGITAL
Sugar Hill, GA | 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 | Jan 5, 2021 | n/a | yes | OVERLAND PARK, KS|Sugar Hill, GA | Current employment |
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Former SEC adviser | Mar 5, 2020 | Dec 31, 2020 | no | GREENVILLE, SC|Atlanta, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 7, 2016 | Jan 19, 2021 | no | ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 13, 2013 | Dec 31, 2016 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Jan 19, 2021 | Mar 5, 2020 | -320 | Firm change after gap | Other |
| BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. | Onedigital | Dec 31, 2020 | Jan 5, 2021 | 5 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 7, 2016 | -115 | Bulk transfer | Other |