DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Onedigital
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew James Gulseth | Onedigital other | Creative Planning Institutional Advisors, LLC institutional | Other | Dec 31, 2014 | Dec 22, 2021 (2548 d) |
| Jeffrey Howard Nessel | Onedigital other | Personal Financial Group other | Other | Dec 31, 2014 | Jun 17, 2016 (534 d) |
| Timothy D Jansen | Onedigital other | Waddell & Reed other | Other | Nov 5, 2014 | Nov 5, 2014 |
| Mark Edward Howe | Onedigital other | Frontier Wealth Management, LLC other | Other | May 20, 2013 | Jun 4, 2013 |
| Robin Burge | Onedigital other | First Trust Advisors LP other | Other | Nov 13, 2012 | Jul 30, 2012 |
| Thomas Richard Wright | Onedigital other | Financial Telesis, Inc. other | Other | Aug 31, 2011 | Jan 6, 2012 (128 d) |
| Alana Denney Scott | Onedigital other | Mariner other | Other | Apr 16, 2009 | May 13, 2009 |
| Chad Allen Boaz | Onedigital other | Ameriprise Financial Services, LLC national BD | Other | Nov 11, 2005 | Dec 16, 2005 (35 d) |
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188 moves match.