DFX Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Justin Levonyak | Wintrust Investments mixed wealth | Onedigital institutional | Other | May 2, 2024 | Apr 11, 2024 |
| Patty Battista Delmedico | Wintrust Investments mixed wealth | Onedigital institutional | Other | May 2, 2024 | May 14, 2024 |
| Stephanie Ng | Pacific Investment Management Company LLC asset manager | Onedigital institutional | Other | Apr 4, 2024 | May 7, 2024 (33 d) |
| Dante Anthony Smith | Wealthsource? independent RIA | Onedigital institutional | Other | Apr 4, 2024 | Jan 5, 2024 |
| Brennan Cade Thornton | Osaic Wealth, Inc. BD affiliated | Onedigital institutional | Other | Mar 20, 2024 | Apr 2, 2024 |
| Cameron David Waters | Wells Fargo Advisors wirehouse | Onedigital institutional | Other | Mar 5, 2024 | Apr 15, 2025 (406 d) |
| David Matthew Frings | Fidelity Personal And Workplace Advisors BD affiliated | Onedigital institutional | Other | Feb 20, 2024 | Sep 5, 2024 (198 d) |
| Sean Bayne | Trueplan Benefit And Retirement Advisors institutional | Onedigital institutional | Other | Feb 20, 2024 | Feb 29, 2024 |
| Kevin Conlon Wallace | Slavic Mutual Funds Management Corp. institutional | Onedigital institutional | Other | Feb 13, 2024 | Feb 21, 2024 |
| Timothy Allen Alessi | Woodbury Financial Services, Inc. BD affiliated | Onedigital institutional | Other | Jan 19, 2024 | Jan 6, 2026 (718 d) |
| Matthew George Shahady | Woodbury Financial Services, Inc. BD affiliated | Onedigital institutional | Other | Jan 19, 2024 | Jan 16, 2026 (728 d) |
| James David Kaplan | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 15, 2022 |
| Sean Patrick Gibbons | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Camay Kwong Pascucci | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Daniel Jaman Furiness | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 14, 2022 |
| Katelynn Julie Kendall | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 21, 2022 |
| Graham C Clarke | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 14, 2022 |
| Elliot J Silverstein | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 14, 2022 |
| Douglas Tilghman Wilson | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Mark Patrick Sullivan | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Henry Newbold Ellis | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 15, 2022 |
| James Paul Huber | Principal Securities, Inc. BD affiliated | Onedigital institutional | Other | Dec 31, 2023 | Jan 30, 2024 |
| Krystian M Suber | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 15, 2022 |
| William Henry Damora | Kb Financial Partners, LLC independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Sep 15, 2022 |
| Patrick Noel Rush | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 13, 2023 | Sep 7, 2023 |
| John William Marske | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 11, 2023 | Dec 11, 2023 |
| Barbara Pauline Richley | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 11, 2023 | Feb 7, 2024 (58 d) |
| Dorothy Cameron Aydlett | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 11, 2023 | Sep 21, 2023 |
| Jonas Phillip Boyer | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 11, 2023 | Dec 11, 2023 |
| Kaitlyn Rose Lingard | Triad Financial Advisors, Inc. independent RIA | Onedigital institutional | Other | Dec 11, 2023 | Dec 11, 2023 |
| Sean Jeffrey Fletcher | Plan Sponsor Solutions unclassified | Onedigital institutional | Other | Nov 28, 2023 | Nov 21, 2023 |
| Armani Cortez | Empower Advisory Group, LLC BD affiliated | Onedigital institutional | Other | Nov 7, 2023 | Mar 8, 2024 (122 d) |
| Matthew Alan Stratton | Facet independent RIA | Onedigital institutional | Other | Oct 31, 2023 | Feb 1, 2024 (93 d) |
| Nathan David Smith | Waverly Advisors, LLC independent RIA | Onedigital institutional | Other | Sep 8, 2023 | Sep 18, 2023 |
| Jeremiah Anthony Sanchez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Onedigital institutional | Other | Aug 30, 2023 | Jan 8, 2024 (131 d) |
| Dimitry Petrovich Makhanov | E*Trade Capital Management, LLC independent RIA | Onedigital institutional | Other | Aug 11, 2023 | Aug 8, 2023 |
| Jerry Wayne Ericson | Transamerica Retirement Advisors, LLC BD affiliated | Onedigital institutional | Other | Aug 8, 2023 | Aug 9, 2023 |
| Amber Renee Jones | Advice And Planning Services BD affiliated | Onedigital institutional | Other | Aug 2, 2023 | Mar 5, 2024 (216 d) |
| Joseph S Yoon | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Jul 25, 2023 | Aug 7, 2023 |
| Gregory Apple | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 7, 2023 | Aug 16, 2023 (40 d) |
| Susan Lee Bell | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 6, 2023 | Aug 17, 2023 (42 d) |
| Kyle Jones | Huntington Financial Advisors BD affiliated | Onedigital institutional | Other | Jul 6, 2023 | Aug 16, 2023 (41 d) |
| John Doran | Orion Portfolio Solutions, LLC BD affiliated | Onedigital institutional | Other | Jun 2, 2023 | Jun 12, 2023 |
| Walter Lawrence Ziffer | Grove Point Advisors, LLC BD affiliated | Onedigital institutional | Other | May 1, 2023 | May 1, 2023 |
| James Derrick Henry | Empower Advisory Group, LLC BD affiliated | Onedigital institutional | Other | Apr 25, 2023 | May 8, 2023 |
| Neil Joseph Tremblay | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Apr 5, 2023 | Jul 21, 2022 |
| James Kim | On Investment Management Co BD affiliated | Onedigital institutional | Other | Feb 15, 2023 | Feb 24, 2023 |
| John Morris Hudson | Independent Financial Partners BD affiliated | Onedigital institutional | Other | Feb 1, 2023 | Dec 13, 2022 |
| Troy Dixon Tummond | Independent Financial Partners BD affiliated | Onedigital institutional | Other | Feb 1, 2023 | Jan 28, 2023 |
| Steven Robert Carter | Independent Financial Partners BD affiliated | Onedigital institutional | Other | Feb 1, 2023 | Dec 15, 2022 |
| John William Pomroy | Independent Financial Partners BD affiliated | Onedigital institutional | Other | Feb 1, 2023 | Dec 14, 2022 |
| Landon Lee Strickland | Independent Financial Partners BD affiliated | Onedigital institutional | Other | Feb 1, 2023 | Jan 2, 2023 |
| Christopher Ryan Ardizzone | Usi Advisors institutional | Onedigital institutional | Other | Jan 30, 2023 | May 18, 2026 (1204 d) |
| Alexsa Santos Donoghue | Commonwealth Financial Network national BD | Onedigital institutional | Other | Jan 6, 2023 | Jan 2, 2025 (727 d) |
| Caroline C. Stegman | Hm Capital Management, LLC institutional | Onedigital institutional | Other | Jan 2, 2023 | Jan 25, 2022 |
| Maribeth Renee Snodgrass | Hm Capital Management, LLC institutional | Onedigital institutional | Other | Jan 2, 2023 | Jan 26, 2022 |
| Dominic Depaul Trupiano | Hm Capital Management, LLC institutional | Onedigital institutional | Other | Jan 2, 2023 | Jan 26, 2022 |
| Benjamin Matthew Westerman | Hm Capital Management, LLC institutional | Onedigital institutional | Other | Jan 2, 2023 | Jan 26, 2022 |
| Jolene R Potts | Hm Capital Management, LLC institutional | Onedigital institutional | Other | Jan 2, 2023 | Nov 10, 2022 |
| Kelly Suzanne Majdan | World Investment Advisors, LLC institutional | Onedigital institutional | Other | Dec 31, 2022 | Oct 23, 2024 (662 d) |
432 moves match.