Advisor moves

Arrivals at Onedigital

469 moves
AdvisorFromToTypeLeftRegistered
Shawna Dawn ChristiansenIndependent Financial Partners BD affiliatedOnedigital otherOtherDec 24, 2018Oct 19, 2018
David Scott HindersteinLPL Financial LLC independent RIAOnedigital otherOtherNov 7, 2018Sep 19, 2018
Eugene Lawrence KlesserIndependent Financial Partners BD affiliatedOnedigital otherOtherNov 1, 2018Sep 21, 2018
Daniel Robert CasellaIndependent Financial Partners BD affiliatedOnedigital otherOtherNov 1, 2018Sep 21, 2018
Katrina Cannon BoucherIndependent Financial Partners BD affiliatedOnedigital otherOtherNov 1, 2018Sep 19, 2018
Allie Corinne Lucas-RiveraIndependent Financial Partners BD affiliatedOnedigital otherOtherNov 1, 2018Sep 19, 2018
Spencer Aaron GoldsteinIndependent Financial Partners BD affiliatedOnedigital otherOtherOct 2, 2018Oct 1, 2018
Heidi Lee SidleyIndependent Financial Partners BD affiliatedOnedigital otherOtherOct 2, 2018Oct 1, 2018
James ElderBb&T Securities, LLC BD affiliatedOnedigital otherOtherAug 1, 2018Jul 3, 2018
Brett Rogers HendersonUBS Financial Services Inc. wirehouseOnedigital otherOtherJun 13, 2018May 30, 2018
Katrina Yvette TaylorBb&T Institutional Investment Advisers, Inc. institutionalOnedigital institutionalOtherMay 29, 2018Feb 25, 2022 (1368 d)
Amira A MartinRtd Financial Advisors Inc independent RIAOnedigital institutionalOtherApr 27, 2018May 23, 2023 (1852 d)
Bradford Eugene HarrisFirst Heartland Consultants, Inc. BD affiliatedOnedigital otherOtherApr 13, 2018Apr 14, 2018
Laura Tierney ScobeeFirst Heartland Consultants, Inc. BD affiliatedOnedigital otherOtherApr 13, 2018Apr 13, 2018
Thomas Heath ParkerFirst Heartland Consultants, Inc. BD affiliatedOnedigital otherOtherApr 13, 2018Apr 14, 2018
David Michael KoverFirst Heartland Consultants, Inc. BD affiliatedOnedigital otherOtherApr 13, 2018Apr 13, 2018
Brett Michael DankowskiFirst Heartland Consultants, Inc. BD affiliatedOnedigital otherOtherApr 13, 2018Apr 13, 2018
Daniel Roland BlairIntegrum Wealth Management unclassifiedOnedigital otherOtherApr 12, 2018Feb 8, 2018
Brandon Jamar CutlerStrategic Advisers LLC national BDOnedigital otherOtherApr 5, 2018May 30, 2018 (55 d)
Joseph Michael SyronOrion Investment Advisors, LLC otherOnedigital institutionalOtherMar 28, 2018Dec 15, 2025 (2819 d)
Shawn Gary O'KeefeIntegrum Wealth Management unclassifiedOnedigital otherOtherMar 20, 2018Feb 26, 2018
Shane Parker ChristiansenLPL Financial LLC independent RIAOnedigital otherOtherDec 8, 2017Dec 8, 2017
Taylor Brad DanceLPL Financial LLC independent RIAOnedigital otherOtherDec 8, 2017Dec 8, 2017
Wesley Ray BrownVellum Financial, LLC otherOnedigital institutionalOtherDec 1, 2017Jan 10, 2024 (2231 d)
Chad D AndersonTransamerica Retirement Advisors, LLC otherOnedigital institutionalOtherNov 2, 2017May 31, 2019 (575 d)
Ronald Todd SperryCharles Schwab & Co., Inc. national BDOnedigital otherOtherOct 13, 2017Jun 11, 2018 (241 d)
Milo Jasper GossIndependent Financial Partners otherOnedigital otherOtherOct 10, 2017Oct 10, 2017
Brayden Dexter DallIndependent Financial Partners otherOnedigital otherOtherOct 10, 2017Oct 10, 2017
Michael Nephi EsselmanIndependent Financial Partners otherOnedigital otherOtherOct 10, 2017Oct 10, 2017
James Mcrae IzettAdviseme National Advisors otherOnedigital otherOtherJul 20, 2017May 12, 2017
Javier Enrique Cordero CondeAdviseme National Advisors otherOnedigital otherOtherApr 3, 2017Mar 27, 2017
James Louis CattaneoLPL Financial LLC otherOnedigital otherOtherMar 28, 2017Apr 14, 2017
Delphine Cormiae HuntKestra Advisory Services, LLC otherOnedigital otherOtherMar 28, 2017Apr 3, 2017
Douglas Andrew MccarthyAdviseme National Advisors otherOnedigital otherOtherMar 17, 2017Feb 6, 2017
Sean Allen OrickAdviseme National Advisors otherOnedigital otherOtherMar 17, 2017Mar 23, 2017
Daniel Stuart WatsonAdviseme National Advisors otherOnedigital otherOtherMar 17, 2017Feb 26, 2019 (711 d)
Sean Allen OrickIndependent Financial Group, LLC otherOnedigital otherOtherMar 7, 2017Mar 23, 2017
Elaine Johnson FeatherstoneLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Jun 1, 2015
James Dean McdonaldLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Dec 22, 2014
David Allen AndersonLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Jun 1, 2015
Kelley Faustin SnookLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Jun 2, 2015
Jason Kyle ChepenikLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Jan 7, 2015
Steven Donald WoodleyLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Dec 22, 2014
Matthew James GulsethLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Dec 22, 2014
Jennifer Marie JorgensonLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Jan 30, 2017
Daniel Robert StewartLPL Financial LLC otherOnedigital otherOtherMar 2, 2017Dec 22, 2014
Robert James CarrLPL Financial LLC otherOnedigital otherOtherFeb 24, 2017Dec 16, 2016
Richard Joseph GroeblV Wealth Advisors LLC otherOnedigital otherOtherJan 3, 2017Nov 20, 2015
Timothy Alan GroeblV Wealth Advisors LLC otherOnedigital otherOtherJan 3, 2017Nov 20, 2015
Nathan David WhiteSlw Retirement Plan Advisors no RAUMOnedigital otherOtherJan 3, 2017Dec 11, 2015
Robert James CarrRj Carr III And Associates unclassifiedOnedigital otherOtherDec 31, 2016Dec 16, 2016
Ronald Arthur LetawLPL Financial LLC otherOnedigital institutionalOtherDec 27, 2016Jul 2, 2020 (1283 d)
Joshua Lin WolbergLPL Financial LLC otherOnedigital otherOtherSep 7, 2016Dec 22, 2014
Nicholas Alexander MunozWells Fargo Advisors wirehouseOnedigital otherOtherApr 18, 2016Apr 26, 2016
Gary Allen ScottCurian Capital, LLC otherOnedigital otherOtherMar 14, 2016Jun 13, 2017 (456 d)
Daniel John MurphyLPL Financial LLC otherOnedigital otherOtherMar 3, 2016Dec 22, 2014
John Maurice NegreteSlw Retirement Plan Advisors no RAUMOnedigital otherOtherJan 20, 2016Jan 6, 2016
Timothy Thomas SalleeCetera Advisors LLC otherOnedigital otherOtherDec 31, 2015Jul 15, 2016 (197 d)
Joel Patrick ShomakerLPL Financial LLC otherOnedigital otherOtherDec 31, 2015Dec 4, 2018 (1069 d)
Robert BlumbergManulife Investment Management (US) LLC otherOnedigital institutionalOtherDec 31, 2015Dec 8, 2025 (3630 d)
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