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Advisor at ONEDIGITAL
Andover, MN | Farwell, MN | Bonita Springs, FL | 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 | Sep 12, 2024 | n/a | yes | Farwell, MN|Bonita Springs, FL|OVERLAND PARK, KS|Andover, MN | Current employment |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jul 8, 2020 | Jul 5, 2024 | no | MINNETONKA, MN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 20, 2015 | Jul 16, 2020 | no | MINNETONKA, MN|MINNETONKA, MN | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Jun 20, 2013 | Jan 20, 2015 | no | MINNEAPOLIS, MN | Previous registration |
| BAKER TILLY INVESTMENT ADVISORS | Former SEC adviser | Oct 29, 2007 | Jul 8, 2013 | no | MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | Onedigital | Jul 5, 2024 | Sep 12, 2024 | 69 | Firm change | Other |
| LPL FINANCIAL LLC | RBC CAPITAL MARKETS, LLC | Jul 16, 2020 | Jul 8, 2020 | -8 | Firm change | Ibd to ibd |
| WEALTHSPIRE ADVISORS | LPL FINANCIAL LLC | Jan 20, 2015 | Jan 20, 2015 | 0 | Firm change | Other |
| BAKER TILLY INVESTMENT ADVISORS | WEALTHSPIRE ADVISORS | Jul 8, 2013 | Jun 20, 2013 | -18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:31194:MN:2020-07-16 | Jul 16, 2020 | Jul 8, 2020 | MINNETONKA, MN | Firm change |