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RIA / WealthAdvisor27 years in industry

KELLY SUZANNE MAJDAN

Advisor at ONEDIGITAL

Dallas, TX | Melissa, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:d525db43-b2fe-a972-c2a2-311c271701bc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2007 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: Apr 29, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 29, 1999
First registration: Jan 5, 2007
Dual registered: no
Other names: KELLY S TURNER|KELLY S MAJDAN
IAPD individual key: 3053221

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	Oct 23, 2024	n/a	yes	OVERLAND PARK, KS\|Melissa, TX\|Dallas, TX	Current employment
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Jun 10, 2019	Dec 31, 2022	no	McKinney, TX\|LINCROFT, NJ\|Melissa, TX	Previous registration
CABANA ASSET MANAGEMENT	Asset manager	Sep 20, 2018	Jun 14, 2019	no	FAYETTEVILLE, AR\|Plano, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 2, 2016	Sep 11, 2018	no	Gravette, AR\|AUSTIN, TX	Previous registration
ARVEST WEALTH MANAGEMENT	Independent wealth	Mar 12, 2009	Aug 2, 2016	no	BENTONVILLE, AR\|LOWELL, AR\|GRAVETTE, AR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 20, 2008	no	SAN DIEGO, CA\|ROGERS, AR\|SAN DIEGO, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jan 5, 2007	Jan 1, 2008	no	SAN DIEGO, CA\|ST. LOUIS, MO\|SAN DIEGO, 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
WORLD INVESTMENT ADVISORS, LLC	Onedigital	Dec 31, 2022	Oct 23, 2024	662	Firm change after gap	Other
CABANA ASSET MANAGEMENT	WORLD INVESTMENT ADVISORS, LLC	Jun 14, 2019	Jun 10, 2019	-4	Firm change	RIA to ibd
KESTRA ADVISORY SERVICES, LLC	CABANA ASSET MANAGEMENT	Sep 11, 2018	Sep 20, 2018	9	Firm change	Ibd to RIA
ARVEST WEALTH MANAGEMENT	KESTRA ADVISORY SERVICES, LLC	Aug 2, 2016	Aug 2, 2016	0	Firm change	Other
WELLS FARGO ADVISORS	ARVEST WEALTH MANAGEMENT	Oct 20, 2008	Mar 12, 2009	143	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (7)

→ ONEDIGITALRegistered adviserregistration: current employment
Oct 23, 2024 to presentfactForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 10, 2019 to Dec 31, 2022factForm ADV
→ CABANA ASSET MANAGEMENTRegistered adviserregistration: previous registration
Sep 20, 2018 to Jun 14, 2019factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 2, 2016 to Sep 11, 2018factForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 12, 2009 to Aug 2, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 20, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jan 5, 2007 to Jan 1, 2008factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Kelly Suzanne Majdan left World Investment Advisors, Llc for Onedigital (registered 2024-10-23)
Form ADVobserved 6 days ago