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Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | Swampscott, MA | Danvers, MA
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 | Jul 12, 2022 | n/a | yes | Danvers, MA|Swampscott, MA|OVERLAND PARK, KS | Current employment |
| TIMESCALE FINANCIAL, INC. | Former SEC adviser | Jun 6, 2017 | Dec 31, 2023 | no | DANVERS, MA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 5, 2005 | Sep 11, 2008 | no | Burlington, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TIMESCALE FINANCIAL, INC. | Onedigital | Dec 31, 2023 | Jul 12, 2022 | -537 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | TIMESCALE FINANCIAL, INC. | Sep 11, 2008 | Jun 6, 2017 | 3,190 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 186511:106766:MA:2023-12-31 | Dec 31, 2023 | Jul 12, 2022 | DANVERS, MA | Firm change after gap |