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Advisor at ONEDIGITAL
Greensboro, NC | 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 | Feb 7, 2024 | n/a | yes | OVERLAND PARK, KS|Greensboro, NC | Current employment |
| TRIAD FINANCIAL ADVISORS, INC. | Former SEC adviser | Jun 4, 2010 | Dec 11, 2023 | no | GREENSBORO, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 8, 2007 | Aug 1, 2008 | no | HIGH POINT, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 18, 2006 | Jan 17, 2007 | no | GREENSBORO, NC|GREENSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | Onedigital | Dec 11, 2023 | Feb 7, 2024 | 58 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | TRIAD FINANCIAL ADVISORS, INC. | Aug 1, 2008 | Jun 4, 2010 | 672 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | EQUITABLE ADVISORS, LLC | Jan 17, 2007 | May 8, 2007 | 111 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118583:106766:NC:2023-12-11 | Dec 11, 2023 | Feb 7, 2024 | GREENSBORO, NC | Firm change |