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Advisor at ONEDIGITAL
Alamo, CA | OVERLAND PARK, KS | Walnut Creek, CA
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 | Dec 11, 2015 | n/a | yes | Alamo, CA|Walnut Creek, CA|OVERLAND PARK, KS | Current employment |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Sep 3, 2013 | Nov 18, 2015 | no | LAFAYETTE, CA|PORTLAND, OR|WALNUT CREEK, CA|OAKLAND, CA|LAFAYETTE, CA | Previous registration |
| SLW RETIREMENT PLAN ADVISORS | Former SEC adviser | Apr 17, 2009 | Jan 3, 2017 | no | LAFAYETTE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SLW RETIREMENT PLAN ADVISORS | M HOLDINGS SECURITIES, INC. | Jan 3, 2017 | Sep 3, 2013 | -1,218 | Firm change after gap | Other |
| M HOLDINGS SECURITIES, INC. | Onedigital | Nov 18, 2015 | Dec 11, 2015 | 23 | Firm change | Other |