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Advisor at ONEDIGITAL
Puyallup, WA | 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 | Jan 4, 2021 | n/a | yes | OVERLAND PARK, KS|Puyallup, WA | Current employment |
| FIDUCIARY INVESTMENT TRUSTS, LLC | Former SEC adviser | Sep 4, 2019 | Nov 17, 2020 | no | OVERLAND PARK, KS | Previous registration |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Feb 2, 2018 | Nov 17, 2020 | no | OVERLAND PARK, KS | Previous registration |
| CREATIVE PLANNING | Independent wealth | Apr 12, 2017 | Dec 8, 2017 | no | Leawood, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | FIDUCIARY INVESTMENT TRUSTS, LLC | Nov 17, 2020 | Sep 4, 2019 | -440 | Firm change after gap | Other |
| FIDUCIARY INVESTMENT TRUSTS, LLC | Onedigital | Nov 17, 2020 | Jan 4, 2021 | 48 | Firm change | Other |
| CREATIVE PLANNING | PRIME CAPITAL FINANCIAL | Dec 8, 2017 | Feb 2, 2018 | 56 | Firm change | Other |