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Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | Aurora, CO
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 5, 2024 | n/a | yes | Aurora, CO|OVERLAND PARK, KS | Current employment |
| WEALTHSOURCE? | Former SEC adviser | Feb 19, 2016 | Oct 26, 2024 | no | AURORA, CO|AURORA, CO|SAN LUIS OBISPO, CA|AURORA, CO|DENVER, CO | Previous registration |
| A.M. FINANCIAL | n/a | Sep 16, 2015 | Jul 15, 2016 | no | AURORA, CO | Previous registration |
| MARATHON INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Jul 8, 2005 | Mar 4, 2016 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSOURCE? | Onedigital | Oct 26, 2024 | Jan 5, 2024 | -295 | Firm change after gap | Other |
| A.M. FINANCIAL | WEALTHSOURCE? | Jul 15, 2016 | Feb 19, 2016 | -147 | Firm change after gap | Other |
| MARATHON INVESTMENT MANAGEMENT, INC. | A.M. FINANCIAL | Mar 4, 2016 | Sep 16, 2015 | -170 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282202:106766:CO:2024-10-26 | Oct 26, 2024 | Jan 5, 2024 | DENVER, CO | Firm change after gap |