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Advisor at ONEDIGITAL
NEWTOWN, PA | 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 | May 23, 2025 | n/a | yes | OVERLAND PARK, KS|NEWTOWN, PA | Current employment |
| PRINCIPAL ASSET MANAGEMENT | Other adviser | Jun 24, 2022 | Mar 27, 2025 | no | Newtown, PA | Previous registration |
| ROBUSTWEALTH, INC. | Former SEC adviser | Oct 17, 2019 | Nov 8, 2021 | no | LAMBERTVILLE, NJ | Previous registration |
| PRINCIPAL ADVISED SERVICES | Bd affiliated wealth | Dec 14, 2018 | Oct 16, 2019 | no | Des Moines, IA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Oct 16, 2018 | Oct 31, 2018 | no | DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL ASSET MANAGEMENT | Onedigital | Mar 27, 2025 | May 23, 2025 | 57 | Firm change | Other |
| ROBUSTWEALTH, INC. | PRINCIPAL ASSET MANAGEMENT | Nov 8, 2021 | Jun 24, 2022 | 228 | Channel change | Other |
| PRINCIPAL ADVISED SERVICES | ROBUSTWEALTH, INC. | Oct 16, 2019 | Oct 17, 2019 | 1 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | PRINCIPAL ADVISED SERVICES | Oct 31, 2018 | Dec 14, 2018 | 44 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1137:297324:IA:2018-10-17 | Oct 31, 2018 | Dec 14, 2018 | DES MOINES, IA | Firm change |