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Advisor at ONEDIGITAL
OVERLAND PARK, KS | ALPHARETTA, GA | ATLANTA, GA
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 | Dec 8, 2025 | n/a | yes | OVERLAND PARK, KS|ATLANTA, GA|ALPHARETTA, GA | Current employment |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | Asset manager | Dec 12, 2012 | Dec 31, 2015 | no | Alpharetta, GA|BOSTON, MA | Previous registration |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Asset manager | Dec 23, 2008 | Dec 31, 2010 | no | ATLANTA, GA|BOSTON, MA | Previous registration |
| JOHN HANCOCK DISTRIBUTORS LLC | n/a | Dec 14, 2004 | Dec 31, 2006 | no | ATLANTA, GA|ATLANTA, GA|BOSTON, MA|TORONTO, ONTARIO|Alpharetta, GA|ATLANTA, GA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 9, 2003 | Aug 16, 2004 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | Onedigital | Dec 31, 2015 | Dec 8, 2025 | 3,630 | Firm change after gap | Other |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | MANULIFE INVESTMENT MANAGEMENT (US) LLC | Dec 31, 2010 | Dec 12, 2012 | 712 | Bulk transfer | Other |
| JOHN HANCOCK DISTRIBUTORS LLC | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Dec 31, 2006 | Dec 23, 2008 | 723 | Firm change after gap | Other |
| PRUCO SECURITIES, LLC | JOHN HANCOCK DISTRIBUTORS LLC | Aug 16, 2004 | Dec 14, 2004 | 120 | Firm change | Other |