DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Onedigital

469 moves
AdvisorFromToTypeLeftRegistered
Bradley Mason TowsonIfg Advisory, LLC independent RIAOnedigital institutionalOtherJun 1, 2021Apr 27, 2021
Richard Tyler JonesOsaic Wealth, Inc. BD affiliatedOnedigital institutionalOtherMay 17, 2021Jun 28, 2021 (42 d)
Elizabeth Ann BurneyPrivate Advisor Group, LLC BD affiliatedOnedigital institutionalOtherMay 14, 2021May 3, 2021
David Todd GriffinIfg Advisory, LLC independent RIAOnedigital institutionalOtherMay 14, 2021Feb 2, 2021
Daniel ZlotnickPrivate Advisor Group, LLC BD affiliatedOnedigital institutionalOtherMay 13, 2021May 3, 2021
Victor SolisPrivate Advisor Group, LLC BD affiliatedOnedigital institutionalOtherMay 13, 2021May 3, 2021
Laura Clark RogersTwo West Capital Advisors LLC institutionalOnedigital institutionalOtherApr 22, 2021Aug 20, 2021 (120 d)
Neil Christopher NetoskieLPL Financial LLC BD affiliatedOnedigital institutionalOtherApr 6, 2021Mar 3, 2021
Brian Christopher ClarkGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Eileen Patricia MahoneyGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Robert Michael CorcoranGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Mar 5, 2021
Amy MackinGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Stephanie Boyd HuntIfg Advisory, LLC independent RIAOnedigital institutionalOtherMar 18, 2021Feb 2, 2021
Gregory Russell BremerPrincipal Securities, Inc. BD affiliatedOnedigital institutionalOtherFeb 11, 2021Feb 8, 2021
Victor Andres SalazarTruist Advisory Services, Inc. BD affiliatedOnedigital institutionalOtherJan 19, 2021Jan 5, 2021
John White Donnan LindquistBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 4, 2021
David Zachariah WalleyBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 5, 2021
Edward Taylor HillBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 5, 2021
Christopher Andrew FurnerBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 4, 2021
Heather Brooks PetersBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 4, 2021
Jeffrey Neil ChapmanBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 4, 2021
Robert ApplemanBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 19, 2021
Victor Andres SalazarBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 5, 2021
Cindy Bea AutryBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 8, 2021
Katrina Syble VanderdrayBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Apr 20, 2021 (110 d)
John Drexel BarrettBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherDec 31, 2020Jan 4, 2021
Jason Lee SmithHub International Investment Services Inc. unclassifiedOnedigital institutionalOtherDec 8, 2020Nov 4, 2025 (1792 d)
Jonathan Nollan MageeHornor, Townsend & Kent, LLC BD affiliatedOnedigital institutionalOtherNov 20, 2020Nov 19, 2020
Alejandro SiqueirosPrime Capital Financial otherOnedigital institutionalOtherNov 17, 2020Jan 4, 2021 (48 d)
Alejandro SiqueirosFiduciary Investment Trusts, LLC asset managerOnedigital institutionalOtherNov 17, 2020Jan 4, 2021 (48 d)
Jordan Joseph LayerHornor, Townsend & Kent, LLC BD affiliatedOnedigital institutionalOtherOct 2, 2020Oct 11, 2020
Kathleen Jo WoodHornor, Townsend & Kent, LLC BD affiliatedOnedigital institutionalOtherOct 2, 2020Oct 11, 2020
Robert Charles GreulichHornor, Townsend & Kent, LLC BD affiliatedOnedigital institutionalOtherOct 2, 2020Oct 15, 2020
Richard Steven Magill20/20 Capital Management, Inc independent RIAOnedigital institutionalOtherOct 1, 2020Oct 21, 2020
John NemmersKavar Capital Partners, LLC independent RIAOnedigital institutionalOtherOct 1, 2020Jan 4, 2021 (95 d)
Ryan Mathew BohmCore Capital Wealth Management, LLC independent RIAOnedigital institutionalOtherSep 15, 2020Sep 16, 2020
Tanner Tessmer DanceCore Capital Wealth Management, LLC independent RIAOnedigital institutionalOtherSep 15, 2020Sep 16, 2020
Jeffrey Evan NordtTd Ameritrade Investment Management, LLC independent RIAOnedigital institutionalOtherSep 15, 2020Sep 14, 2020
Jeffrey Evan NordtTd Ameritrade, Inc. no RAUMOnedigital institutionalOtherSep 15, 2020Sep 14, 2020
Jordan Anthony BinghamHornor, Townsend & Kent, LLC BD affiliatedOnedigital institutionalOtherSep 9, 2020Aug 31, 2020
Matthew James BarberaOsaic Wealth, Inc. BD affiliatedOnedigital institutionalOtherAug 4, 2020Aug 3, 2020
John L HutchingsGwn Securities Inc. BD affiliatedOnedigital institutionalOtherJul 31, 2020Aug 3, 2020
Ronald Arthur LetawIndependent Financial Partners BD affiliatedOnedigital institutionalOtherJul 20, 2020Jul 2, 2020
David Michael MontgomeryIndependent Financial Partners BD affiliatedOnedigital institutionalOtherJul 20, 2020Jul 2, 2020
Daniel J YuftczakIndependent Financial Partners BD affiliatedOnedigital institutionalOtherJul 20, 2020Jul 14, 2020
Michael Thomas McdaidCetera Advisor Networks LLC BD affiliatedOnedigital institutionalOtherJul 8, 2020Jul 1, 2020
Joe Benjamin SmithLPL Financial LLC BD affiliatedOnedigital institutionalOtherJul 6, 2020Jun 1, 2020
Joe Benjamin SmithGlobal Retirement Partners LLC institutionalOnedigital institutionalOtherJul 1, 2020Jun 1, 2020
Matthew Ryan ThompsonUsaa Investment Services Company no RAUMOnedigital institutionalOtherJun 26, 2020Feb 26, 2024 (1340 d)
Alexander Francis CastrichiniBlackrock Investment Management, LLC otherOnedigital institutionalOtherMar 3, 2020Mar 23, 2020
Patrice Marie MacgibbonCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 19, 2019
Scott Michael SiverhusCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 18, 2019
Gregory Jerald MortensonCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 17, 2019
Samuel Thomas SchuetteCapstone Advisory Group LLC independent RIAOnedigital institutionalOtherFeb 29, 2020Dec 18, 2019
Eric Jon MunkebyMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
Kenneth John KramerMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
Alexander Louis BushMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
Bradley Jay BarinskyCambridge Investment Research Advisors, Inc. BD affiliatedOnedigital institutionalOtherJan 28, 2020Jan 7, 2020
Kevin William GrenhamFuture Benefits Inc independent RIAOnedigital institutionalOtherDec 31, 2019May 7, 2019
William Charles DoranFuture Benefits Inc independent RIAOnedigital institutionalOtherDec 31, 2019May 6, 2019
Page 5 of 8PreviousNext