DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ONEDIGITAL
Greensboro, NC | 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 1, 2024 | n/a | yes | Greensboro, NC|OVERLAND PARK, KS | Current employment |
| Facet | Independent wealth | Oct 8, 2021 | Oct 31, 2023 | no | WEST PALM BEACH, FL|Archdale, NC | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 24, 2018 | Oct 4, 2021 | no | GREENSBORO, NC | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Nov 9, 2006 | Sep 14, 2018 | no | GREENSBORO, NC|GREENSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | Onedigital | Oct 31, 2023 | Feb 1, 2024 | 93 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | Facet | Oct 4, 2021 | Oct 8, 2021 | 4 | Firm change | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | RAYMOND JAMES & ASSOCIATES, INC. | Sep 14, 2018 | Sep 24, 2018 | 10 | Firm change | Other |