DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ONEDIGITAL
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 | Feb 26, 2024 | n/a | yes | OVERLAND PARK, KS | Current employment |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jun 26, 2020 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jan 30, 2015 | Jan 8, 2018 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | Onedigital | Jun 26, 2020 | Feb 26, 2024 | 1,340 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |