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Advisor at ONEDIGITAL
Bernardsville, NJ | Oak Bluffs, MA | OVERLAND PARK, KS | Princeton, NJ
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 | Sep 15, 2022 | n/a | yes | Princeton, NJ|Oak Bluffs, MA|Bernardsville, NJ|OVERLAND PARK, KS | Current employment |
| KB FINANCIAL PARTNERS, LLC | Former SEC adviser | Apr 17, 2012 | Dec 31, 2023 | no | POINT PLEASANT BEACH, NJ | Previous registration |
| KINGSBRIDGE ADVISORS, LLC | State registered | Oct 18, 2004 | Jun 6, 2013 | no | POINT PLEASANT BEACH, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 30, 2002 | Apr 16, 2012 | no | PT. PLEASANT BEACH, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KB FINANCIAL PARTNERS, LLC | Onedigital | Dec 31, 2023 | Sep 15, 2022 | -472 | Firm change after gap | Other |
| KINGSBRIDGE ADVISORS, LLC | KB FINANCIAL PARTNERS, LLC | Jun 6, 2013 | Apr 17, 2012 | -415 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | KINGSBRIDGE ADVISORS, LLC | Apr 16, 2012 | Oct 18, 2004 | -2,737 | Firm change after gap | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119166:106766:NJ:2023-12-31 | Dec 31, 2023 | Sep 15, 2022 | POINT PLEASANT BEACH, NJ | Firm change after gap |