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RIA / WealthAdvisor27 years in industry

JULIE HILLIARD WILSON

Advisor at ONEDIGITAL

OVERLAND PARK, KS | Raleigh, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Feb 24, 1999
First registration: Mar 23, 2004
Dual registered: no
Other names: JULIE WILSON PRIDGEN|JULIE WILSON PRIDGEN|JULIE Hilliard Wilson|JULIE WILSON|JULIE WILSON ALFORD|JULIE HILLIARD ALFORD
IAPD individual key: 3116179

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Onedigital	Institutional manager	Sep 22, 2021	n/a	yes	Raleigh, NC\|OVERLAND PARK, KS	Current employment
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	Jan 30, 2018	Jun 25, 2021	no	Charlotte, NC\|OVERLAND PARK, KS	Previous registration
MMC SECURITIES LLC	Former SEC adviser	Feb 29, 2008	Oct 25, 2012	no	CHARLOTTE, NC	Previous registration
CHOREO, LLC	Independent wealth	Mar 23, 2004	Dec 11, 2006	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LOCKTON INVESTMENT ADVISORS, LLC	Onedigital	Jun 25, 2021	Sep 22, 2021	89	Firm change	Other
MMC SECURITIES LLC	LOCKTON INVESTMENT ADVISORS, LLC	Oct 25, 2012	Jan 30, 2018	1,923	Firm change after gap	Other
CHOREO, LLC	MMC SECURITIES LLC	Dec 11, 2006	Feb 29, 2008	445	Firm change after gap	Other

Relationships

Registered with (4)

→ ONEDIGITALRegistered adviserregistration: current employment
Sep 22, 2021 to presentfactForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 30, 2018 to Jun 25, 2021factForm ADV
→ MMC SECURITIES LLCRegistered adviserregistration: previous registration
Feb 29, 2008 to Oct 25, 2012factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 23, 2004 to Dec 11, 2006factForm ADV

Dated events

No dated event names this entity yet.