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Reading the graph
Advisor at ONEDIGITAL
Wall, NJ | 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 | Mar 5, 2021 | n/a | yes | OVERLAND PARK, KS|Wall, NJ | Current employment |
| GREENLEAF ADVISORS | Former SEC adviser | Dec 16, 2020 | Mar 30, 2021 | no | RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREENLEAF ADVISORS | Onedigital | Mar 30, 2021 | Mar 5, 2021 | -25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172332:106766:NJ:2021-03-30 | Mar 30, 2021 | Mar 5, 2021 | RED BANK, NJ | Firm change |