DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | Park City, UT
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 | Feb 8, 2024 | n/a | yes | Park City, UT|OVERLAND PARK, KS | Current employment |
| WEALTHSOURCE? | Former SEC adviser | Mar 18, 2016 | Oct 26, 2024 | no | COLUMBINE VALLEY, CO|PARK CITY, UT|PARK CITY, UT|PARK CITY, UT|PARK CITY, UT | Previous registration |
| AVANT-GARDE ADVISORS LLC | Former SEC adviser | Aug 3, 2011 | Dec 15, 2016 | no | CENTENNIAL, CO | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 3, 2008 | Aug 5, 2011 | no | DENVER, CO|WEEHAWKEN, NJ|DENVER, CO|DENVER, CO | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 20, 2008 | Dec 1, 2008 | no | DENVER, CO|DENVER, CO | Previous registration |
| ALLIANCEBERNSTEIN L.P. | Other adviser | Oct 29, 2001 | Nov 20, 2008 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSOURCE? | Onedigital | Oct 26, 2024 | Feb 8, 2024 | -261 | Firm change after gap | Other |
| AVANT-GARDE ADVISORS LLC | WEALTHSOURCE? | Dec 15, 2016 | Mar 18, 2016 | -272 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | AVANT-GARDE ADVISORS LLC | Aug 5, 2011 | Aug 3, 2011 | -2 | Firm change | Other |
| ALLIANCEBERNSTEIN L.P. | UBS FINANCIAL SERVICES INC. | Nov 20, 2008 | Nov 20, 2008 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151527:282202:CO:2016-12-15 | Dec 15, 2016 | Mar 18, 2016 | CENTENNIAL, CO | Firm change after gap |