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Reading the graph
Advisor at ONEDIGITAL
Yardley, PA | OVERLAND PARK, KS | Princeton, NJ
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 | Sep 14, 2022 | n/a | yes | Yardley, PA|OVERLAND PARK, KS|Princeton, NJ | Current employment |
| KB FINANCIAL PARTNERS, LLC | Former SEC adviser | Sep 7, 2006 | Dec 31, 2023 | no | PRINCETON, NJ|PRINCETON, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 4, 2004 | Apr 12, 2012 | no | PRINCETON, NJ|PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KB FINANCIAL PARTNERS, LLC | Onedigital | Dec 31, 2023 | Sep 14, 2022 | -473 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | KB FINANCIAL PARTNERS, LLC | Apr 12, 2012 | Sep 7, 2006 | -2,044 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 119166:106766:NJ:2023-12-31 | Dec 31, 2023 | Sep 14, 2022 | PRINCETON, NJ | Firm change after gap |