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RIA / WealthAdvisorCertified Financial Planner31 years in industry

TIMOTHY ALLEN COLE

Advisor at ONEDIGITAL

REDWOOD CITY, CA | OVERLAND PARK, KS | SAN JOSE, CA

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Search this name across graphsid dfx:ria:ce1381ef-b52c-84a3-78e5-e8f393c0423a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 13, 1995
First registration: Jan 18, 2001
Dual registered: no
Other names: TIM COLE
IAPD individual key: 2572823

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Onedigital	Institutional manager	Feb 4, 2026	n/a	yes	OVERLAND PARK, KS\|REDWOOD CITY, CA	Current employment
SILICON VALLEY RETIREMENT SERVICES, LLC	Independent wealth	Oct 6, 2010	n/a	yes	SAN JOSE, CA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 2, 2010	Sep 28, 2010	no	SAN JOSE, CA	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Jan 1, 2007	May 12, 2010	no	SAN JOSE, CA	Previous registration
INVESMART ADVISORS INC	n/a	Jan 18, 2001	Jan 1, 2007	no	SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SILICON VALLEY RETIREMENT SERVICES, LLC	Sep 28, 2010	Oct 6, 2010	8	Firm change	Other
STANCORP INVESTMENT ADVISERS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 12, 2010	Jun 2, 2010	21	Firm change	Other
INVESMART ADVISORS INC	STANCORP INVESTMENT ADVISERS, INC.	Jan 1, 2007	Jan 1, 2007	0	Firm change	Other

Relationships

Registered with (5)

→ ONEDIGITALRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ SILICON VALLEY RETIREMENT SERVICES, LLCRegistered adviserregistration: current employment
Oct 6, 2010 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 2, 2010 to Sep 28, 2010factForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Jan 1, 2007 to May 12, 2010factForm ADV
→ INVESMART ADVISORS INCRegistered adviserregistration: previous registration
Jan 18, 2001 to Jan 1, 2007factForm ADV

Dated events

No dated event names this entity yet.