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Advisor at ONEDIGITAL
OVERLAND PARK, KS | HENDERSON, NV
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 26, 2026 | n/a | yes | OVERLAND PARK, KS|HENDERSON, NV | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Mar 16, 2023 | May 30, 2025 | no | Overland Park, KS|OVERLAND PARK, KS | Previous registration |
| FIDUCIARY INVESTMENT TRUSTS, LLC | Former SEC adviser | Apr 9, 2021 | Mar 20, 2023 | no | SALEM, OR|OVERLAND PARK, KS | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Apr 21, 2010 | Dec 31, 2020 | no | PHOENIX, AZ|Salem, OR | Previous registration |
| INVESTMENT ADVISORS OF AMERICA, L.L.C. | n/a | Nov 21, 2007 | Nov 16, 2009 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | Onedigital | May 30, 2025 | Jan 26, 2026 | 241 | Firm change | Other |
| FIDUCIARY INVESTMENT TRUSTS, LLC | PRIME CAPITAL FINANCIAL | Mar 20, 2023 | Mar 16, 2023 | -4 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL ENGINES | FIDUCIARY INVESTMENT TRUSTS, LLC | Dec 31, 2020 | Apr 9, 2021 | 99 | Firm change | Other |
| INVESTMENT ADVISORS OF AMERICA, L.L.C. | EDELMAN FINANCIAL ENGINES | Nov 16, 2009 | Apr 21, 2010 | 156 | Firm change | Other |