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Advisor at ONEDIGITAL
OVERLAND PARK, KS | APEX, NC | CARY, NC
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 | Apr 7, 2025 | n/a | yes | APEX, NC|CARY, NC|OVERLAND PARK, KS | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Jan 5, 2023 | Jun 14, 2024 | no | Apex, NC|Cary, NC | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 9, 2013 | Jan 11, 2023 | no | RALEIGH, NC|Raleigh, NC | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 22, 2011 | Dec 18, 2012 | no | RALEIGH, NC|CARY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | Onedigital | Jun 14, 2024 | Apr 7, 2025 | 297 | Firm change | Other |
| PRUCO SECURITIES, LLC | SECURITIES AMERICA ADVISORS, INC. | Jan 11, 2023 | Jan 5, 2023 | -6 | Firm change | Ibd to ibd |
| WOODBURY FINANCIAL SERVICES, INC. | PRUCO SECURITIES, LLC | Dec 18, 2012 | Apr 9, 2013 | 112 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110518:106766:NC:2024-06-14 | Jun 14, 2024 | Apr 7, 2025 | CARY, NC | Firm change |