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 |
|---|---|---|---|---|---|
| Jerry Francis Lynch | Aurora Private Wealth, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2022 | Nov 7, 2022 |
| Matthew Thomas Rembish | Aurora Private Wealth, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2022 | Nov 4, 2022 |
| Jeanne Kane | Aurora Private Wealth, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2022 | Nov 4, 2022 |
| Robert Emmett Lyons | Generations Wealth Planning LLC independent RIA | Onedigital institutional | Other | Dec 1, 2022 | Dec 15, 2025 (1110 d) |
| Kevin M Lyons | Generations Wealth Planning LLC independent RIA | Onedigital institutional | Other | Dec 1, 2022 | Dec 18, 2025 (1113 d) |
| Jueryll Normand B Buan | Creative Planning independent RIA | Onedigital institutional | Other | Nov 18, 2022 | Dec 14, 2022 |
| Fred Jarrett Gatling | The Mather Group, LLC independent RIA | Onedigital institutional | Other | Nov 15, 2022 | Oct 25, 2023 (344 d) |
| Gregory Degennaro | Cwm, LLC BD affiliated | Onedigital institutional | Other | Oct 19, 2022 | Mar 2, 2023 (134 d) |
| Alan Cole | Advice And Planning Services BD affiliated | Onedigital institutional | Other | Oct 17, 2022 | Nov 28, 2022 (42 d) |
| Melissa Marin | Manning Wealth Management, Inc. unclassified | Onedigital institutional | Other | Oct 5, 2022 | Oct 5, 2022 |
| Gary Horine Campbell | Grove Point Advisors, LLC BD affiliated | Onedigital institutional | Other | Oct 3, 2022 | Oct 4, 2022 |
| Craig C Gabel | Cetera Investment Advisers LLC BD affiliated | Onedigital institutional | Other | Sep 20, 2022 | Nov 15, 2022 (56 d) |
| Raul Noah Lizalde | Brookstone Wealth Advisors, LLC independent RIA | Onedigital institutional | Other | Sep 12, 2022 | Oct 12, 2022 |
| Jessica Aliesea Sawyer | Cannon Financial Strategists, Inc. independent RIA | Onedigital institutional | Other | Aug 25, 2022 | Nov 20, 2023 (452 d) |
| Gerard Patrick Pernot | Trustage Investment Management institutional | Onedigital institutional | Other | Jul 29, 2022 | Jan 1, 2026 (1252 d) |
| Nicholas Wayne Kroeger | Moneta Group Investment Advisors, LLC independent RIA | Onedigital institutional | Other | Jul 26, 2022 | May 22, 2024 (666 d) |
| Thomas James Mcevoy | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | Jan 19, 2022 |
| Michael James Minton | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | Jan 19, 2022 |
| Christopher T Conyers | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | Dec 14, 2021 |
| Daniel Michael Mccarthy | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | Dec 2, 2021 |
| Andrew Jefferys | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | Dec 2, 2021 |
| Ryan Jensen | Gouldin & Mccarthy, LLC independent RIA | Onedigital institutional | Other | Jul 20, 2022 | May 4, 2022 |
| Luz Edesa Paulino | Fisher Investments independent RIA | Onedigital institutional | Other | Jun 9, 2022 | Jul 15, 2022 (36 d) |
| Rocky John Pratt | Colwyn Investments Lc state registered | Onedigital institutional | Other | May 31, 2022 | May 31, 2022 |
| Kevin Michael Major | Tlg Advisors, Inc. BD affiliated | Onedigital institutional | Other | May 6, 2022 | May 4, 2022 |
| Robert Daniel Culberson | Fisher Investments independent RIA | Onedigital institutional | Other | Apr 14, 2022 | Jun 16, 2022 (63 d) |
| Vishnu Tait Lekraj | Carson Group Investing asset manager | Onedigital institutional | Other | Mar 8, 2022 | Apr 12, 2022 (35 d) |
| Michael J Rawlings | Osaic Wealth, Inc. BD affiliated | Onedigital institutional | Other | Jan 31, 2022 | Apr 6, 2022 (65 d) |
| Gregory Anthony Fiore | Clearview Advisory institutional | Onedigital institutional | Other | Dec 31, 2021 | May 14, 2021 |
| Jennifer Woods Pearson | Clearview Advisory institutional | Onedigital institutional | Other | Dec 31, 2021 | Apr 12, 2021 |
| Henry Merrill Orne Young | Clearview Advisory institutional | Onedigital institutional | Other | Dec 23, 2021 | Apr 8, 2021 |
| Mark Manderson | Usi Advisors institutional | Onedigital institutional | Other | Dec 10, 2021 | May 2, 2022 (143 d) |
| Joseph John Dellisanti | Sfg Wealth Management independent RIA | Onedigital institutional | Other | Dec 2, 2021 | Nov 2, 2021 |
| Makayla Bowman | Destiny Wealth Partners, LLC independent RIA | Onedigital institutional | Other | Nov 15, 2021 | Dec 17, 2021 (32 d) |
| Gregory Caldwell Hanhauser | Empower Advisory Group, LLC other | Onedigital institutional | Other | Oct 25, 2021 | Jun 16, 2025 (1330 d) |
| Sheena Valene Fisher | MML Investors Services, LLC BD affiliated | Onedigital institutional | Other | Sep 13, 2021 | Oct 14, 2021 (31 d) |
| Jared Jon Manville | Greenleaf Advisors institutional | Onedigital institutional | Other | Jul 13, 2021 | Jul 13, 2021 |
| Mark Douglas Ray | Kestra Advisory Services, LLC BD affiliated | Onedigital institutional | Other | Jul 12, 2021 | Jan 1, 2025 (1269 d) |
| Robert Thomas Bockel | Hornor, Townsend & Kent, LLC BD affiliated | Onedigital institutional | Other | Jul 12, 2021 | Jul 14, 2021 |
| Mindee Margaret Kissinger | Kestra Advisory Services, LLC BD affiliated | Onedigital institutional | Other | Jul 12, 2021 | Jan 1, 2025 (1269 d) |
| Julie Hilliard Wilson | Lockton Investment Advisors, LLC institutional | Onedigital institutional | Other | Jun 25, 2021 | Sep 22, 2021 (89 d) |
| Teressa Lea Rambo | Global Retirement Partners LLC institutional | Onedigital institutional | Other | Jun 8, 2021 | Jun 1, 2021 |
| Courtney Ann Sindelar | Hightower Advisors, LLC BD affiliated | Onedigital institutional | Other | Jun 8, 2021 | Jun 7, 2021 |
| Keith L Huber | Hightower Advisors, LLC BD affiliated | Onedigital institutional | Other | Jun 8, 2021 | Nov 28, 2023 (903 d) |
| Jania Elaine Stout | Hightower Advisors, LLC BD affiliated | Onedigital institutional | Other | Jun 7, 2021 | Jun 4, 2021 |
| Chad Jeremy Wilson | Hightower Advisors, LLC BD affiliated | Onedigital institutional | Other | Jun 7, 2021 | Oct 9, 2023 (854 d) |
| Bradley Mason Towson | Ifg Advisory, LLC independent RIA | Onedigital institutional | Other | Jun 1, 2021 | Apr 27, 2021 |
| Richard Tyler Jones | Osaic Wealth, Inc. BD affiliated | Onedigital institutional | Other | May 17, 2021 | Jun 28, 2021 (42 d) |
| Elizabeth Ann Burney | Private Advisor Group, LLC BD affiliated | Onedigital institutional | Other | May 14, 2021 | Apr 6, 2021 |
| David Todd Griffin | Ifg Advisory, LLC independent RIA | Onedigital institutional | Other | May 14, 2021 | Feb 2, 2021 |
| Daniel Zlotnick | Private Advisor Group, LLC BD affiliated | Onedigital institutional | Other | May 13, 2021 | May 3, 2021 |
| Victor Solis | Private Advisor Group, LLC BD affiliated | Onedigital institutional | Other | May 13, 2021 | Apr 1, 2021 |
| Laura Clark Rogers | Two West Capital Advisors LLC institutional | Onedigital institutional | Other | Apr 22, 2021 | Aug 20, 2021 (120 d) |
| Neil Christopher Netoskie | LPL Financial LLC BD affiliated | Onedigital institutional | Other | Apr 6, 2021 | Mar 3, 2021 |
| Brian Christopher Clark | Greenleaf Advisors institutional | Onedigital institutional | Other | Mar 30, 2021 | Jan 6, 2021 |
| Eileen Patricia Mahoney | Greenleaf Advisors institutional | Onedigital institutional | Other | Mar 30, 2021 | Jan 6, 2021 |
| Robert Michael Corcoran | Greenleaf Advisors institutional | Onedigital institutional | Other | Mar 30, 2021 | Mar 5, 2021 |
| Amy Mackin | Greenleaf Advisors institutional | Onedigital institutional | Other | Mar 30, 2021 | Jan 6, 2021 |
| Stephanie Boyd Hunt | Ifg Advisory, LLC independent RIA | Onedigital institutional | Other | Mar 18, 2021 | Feb 2, 2021 |
| Gregory Russell Bremer | Principal Securities, Inc. BD affiliated | Onedigital institutional | Other | Feb 11, 2021 | Feb 8, 2021 |
432 moves match.