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Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | GREENSBORO, NC
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 30, 2024 | n/a | yes | GREENSBORO, NC|OVERLAND PARK, KS | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jan 5, 2021 | Dec 31, 2023 | no | CHARLOTTE, NC|Charlotte, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 18, 2020 | Nov 18, 2020 | no | FORT MITCHELL, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | Onedigital | Dec 31, 2023 | Jan 30, 2024 | 30 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PRINCIPAL SECURITIES, INC. | Nov 18, 2020 | Jan 5, 2021 | 48 | Firm change | Wirehouse to ibd |