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Advisor at ADVICE AND PLANNING SERVICES
North Bethesda, MD | Washington, DC
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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Mar 28, 2024 | n/a | yes | Washington, DC|North Bethesda, MD | Current employment |
| Onedigital | Institutional manager | Sep 15, 2022 | Mar 21, 2024 | no | Washington, DC|OVERLAND PARK, KS | Previous registration |
| KB FINANCIAL PARTNERS, LLC | Former SEC adviser | Jun 21, 2021 | Dec 31, 2023 | no | PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | ADVICE AND PLANNING SERVICES | Mar 21, 2024 | Mar 28, 2024 | 7 | Firm change | Other |
| KB FINANCIAL PARTNERS, LLC | Onedigital | Dec 31, 2023 | Sep 15, 2022 | -472 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119166:106766:NJ:2023-12-31 | Dec 31, 2023 | Sep 15, 2022 | PRINCETON, NJ | Firm change after gap |