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Advisor at ONEDIGITAL
OVERLAND PARK, KS | VIRGINIA BEACH, VA
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 | Nov 2, 2021 | n/a | yes | OVERLAND PARK, KS|VIRGINIA BEACH, VA | Current employment |
| SFG WEALTH MANAGEMENT | Independent wealth | Dec 16, 2016 | Dec 2, 2021 | no | TOWSON, MD|VIRGINIA BEACH, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 30, 2010 | Dec 10, 2021 | no | TOWSON, MD|FORT MILL, SC|TOWSON, MD|BRYAN, OH|VIRGINIA BEACH, VA|VIRGINIA BEACH, VA|VIRGINIA BEACH, VA | Previous registration |
| NRP ADVISORS, INC. | n/a | Jan 8, 2008 | Nov 30, 2010 | no | BRYAN, OH|VIRGINIA BEACH, VA | Previous registration |
| DELLISANTI BENEFIT ADVISORS LLC | n/a | Jan 5, 2006 | Dec 31, 2007 | no | VIRGINIA BEACH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | SFG WEALTH MANAGEMENT | Dec 10, 2021 | Dec 16, 2016 | -1,820 | Firm change after gap | Other |
| SFG WEALTH MANAGEMENT | Onedigital | Dec 2, 2021 | Nov 2, 2021 | -30 | Firm change | Other |
| NRP ADVISORS, INC. | LPL FINANCIAL LLC | Nov 30, 2010 | Nov 30, 2010 | 0 | Bulk transfer | Other |
| DELLISANTI BENEFIT ADVISORS LLC | NRP ADVISORS, INC. | Dec 31, 2007 | Jan 8, 2008 | 8 | Firm change | Other |