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RIA / WealthAdvisorCertified Financial Planner27 years in industry

PATRICK NOEL RUSH

Advisor at ONEDIGITAL

OVERLAND PARK, KS | Greensboro, NC

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Search this name across graphsid dfx:ria:52dc7a62-9022-042a-44e2-8e7c6979bfdd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 17, 1998
First registration: Jul 27, 2001
Dual registered: no
Other names: PATRICK RUSH
IAPD individual key: 2639709

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Onedigital	Institutional manager	Sep 7, 2023	n/a	yes	OVERLAND PARK, KS\|Greensboro, NC	Current employment
TRIAD FINANCIAL ADVISORS, INC.	Former SEC adviser	Aug 7, 2012	Dec 13, 2023	no	GREENSBORO, NC	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Apr 5, 2011	Aug 7, 2012	no	WILMINGTON, DE	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 19, 2007	Apr 7, 2011	no	GREENSBORO, NC	Previous registration
FIRST HORIZON ADVISORS, INC	Former SEC adviser	Sep 17, 2002	Jan 19, 2007	no	GREENSBORO, NC\|GREENSBORO, NC	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Jul 27, 2001	Sep 19, 2002	no	ARLINGTON HEIGHTS, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD FINANCIAL ADVISORS, INC.	Onedigital	Dec 13, 2023	Sep 7, 2023	-97	Firm change after gap	Other
REALTA INVESTMENT ADVISORS, INC	TRIAD FINANCIAL ADVISORS, INC.	Aug 7, 2012	Aug 7, 2012	0	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	REALTA INVESTMENT ADVISORS, INC	Apr 7, 2011	Apr 5, 2011	-2	Firm change	Other
FIRST HORIZON ADVISORS, INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 19, 2007	Jan 19, 2007	0	Firm change	Other
WORLD EQUITY GROUP, INC.	FIRST HORIZON ADVISORS, INC	Sep 19, 2002	Sep 17, 2002	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118583:106766:NC:2023-12-11	Dec 13, 2023	Sep 7, 2023	GREENSBORO, NC	Firm change after gap

Relationships

Registered with (6)

→ ONEDIGITALRegistered adviserregistration: current employment
Sep 7, 2023 to presentfactForm ADV
→ TRIAD FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 7, 2012 to Dec 13, 2023factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Apr 5, 2011 to Aug 7, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 19, 2007 to Apr 7, 2011factForm ADV
→ FIRST HORIZON ADVISORS, INCRegistered adviserregistration: previous registration
Sep 17, 2002 to Jan 19, 2007factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Jul 27, 2001 to Sep 19, 2002factForm ADV

Dated events

Occurred
Dec 13, 2023
Advisor changed firm
Patrick Noel Rush left Triad Financial Advisors, Inc. for Onedigital (registered 2023-09-07)
Form ADVobserved 4 days ago