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Reading the graph
Advisor at ONEDIGITAL
OVERLAND PARK, KS | Bend, OR
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 1, 2026 | n/a | yes | OVERLAND PARK, KS|Bend, OR | Current employment |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | Former SEC adviser | Dec 2, 2020 | Dec 31, 2024 | no | BEND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | Onedigital | Dec 31, 2024 | Jan 1, 2026 | 366 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108138:106766:OR:2024-12-31 | Dec 31, 2024 | Jan 1, 2026 | BEND, OR | Firm change |