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Advisor at ONEDIGITAL
OVERLAND PARK, KS | CINCINNATI, OH
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 | Oct 6, 2025 | n/a | yes | CINCINNATI, OH|OVERLAND PARK, KS | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Aug 15, 2025 | no | COVINGTON, KY|CINCINNATI, OH|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|CINCINNATI, OH|COVINGTON, KY | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 30, 2007 | Jul 13, 2018 | no | COVINGTON, KY|BLUE ASH, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Onedigital | Aug 15, 2025 | Oct 6, 2025 | 52 | Firm change | Other |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |