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Advisor at ONEDIGITAL
ATLANTA, GA | SANDY SPRINGS, GA | 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 | Oct 27, 2025 | n/a | yes | SANDY SPRINGS, GA|OVERLAND PARK, KS|ATLANTA, GA | Current employment |
| SWMG HOLDINGS, LLC | Former SEC adviser | Feb 17, 2017 | May 26, 2026 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 26, 2013 | Apr 3, 2017 | no | ATLANTA, GA | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Mar 26, 2009 | Feb 12, 2013 | no | COVINGTON, GA|MARIETTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 11, 2008 | Feb 11, 2009 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SWMG HOLDINGS, LLC | Onedigital | May 26, 2026 | Oct 27, 2025 | -211 | Firm change after gap | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | SWMG HOLDINGS, LLC | Apr 3, 2017 | Feb 17, 2017 | -45 | Firm change after gap | Ibd to new firm |
| CETERA ADVISORS LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 12, 2013 | Feb 26, 2013 | 14 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CETERA ADVISORS LLC | Feb 11, 2009 | Mar 26, 2009 | 43 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285713:106766:GA:2026-05-26 | May 26, 2026 | Oct 27, 2025 | ATLANTA, GA | Firm change after gap |
| 705:285713:GA:2017-04-03 | Apr 3, 2017 | Feb 17, 2017 | ATLANTA, GA | Firm change after gap |