Advisor moves

Arrivals at Onedigital

469 moves
AdvisorFromToTypeLeftRegistered
Nathan David WhiteM Holdings Securities, Inc. otherOnedigital otherOtherNov 18, 2015Dec 11, 2015
Frank Edward ZugaroLPL Financial LLC otherOnedigital institutionalOtherOct 23, 2015Mar 20, 2025 (3436 d)
Mark Le Strange BeatonSecurian Financial Services, Inc. otherOnedigital otherOtherAug 11, 2015Aug 21, 2015
John W. DavisThe Mutual Fund Store unclassifiedOnedigital otherOtherAug 5, 2015Nov 20, 2015 (107 d)
Mark Thomas StrittPrincipal Securities, Inc. otherOnedigital otherOtherAug 4, 2015Aug 7, 2015
Carey Bret MorrisonTower Wealth Managers otherOnedigital otherOtherJul 13, 2015Aug 31, 2015 (49 d)
Jorge Ivan PereiraSuntrust Investment Services, Inc. otherOnedigital otherOtherJul 2, 2015Aug 3, 2015 (32 d)
Laura Ann TessmerTelemus Capital, LLC otherOnedigital otherOtherJun 19, 2015Aug 7, 2015 (49 d)
Scott Brandon DooleyInvestment Management Consultants, Ltd. otherOnedigital otherOtherApr 13, 2015Jan 2, 2015
Jonathan Colby WinslowIndependent Financial Partners otherOnedigital otherOtherApr 2, 2015Jan 5, 2015
Keith Anthony GuertinJ P Turner & Company Capital Management, LLC otherOnedigital otherOtherMar 12, 2015May 8, 2015 (57 d)
Preston J EnglundWaddell & Reed otherOnedigital otherOtherJan 23, 2015Jan 28, 2015
Ruth RiveraWealthspire Retirement Advisory otherOnedigital otherOtherJan 13, 2015Jan 29, 2015
Scott Brandon DooleyGlobal Retirement Partners LLC otherOnedigital otherOtherJan 9, 2015Jan 2, 2015
James Dean McdonaldFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Steven Donald WoodleyFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Matthew James GulsethFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Brook Carter CoxStrategic Advisers LLC national BDOnedigital institutionalOtherDec 31, 2014Nov 12, 2024 (3604 d)
Daniel Robert StewartFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Joshua Lin WolbergFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Daniel John MurphyFinancial Advocates Advisory Services no RAUMOnedigital otherOtherDec 31, 2014Dec 22, 2014
Richard Aaron WebdellQuestar Asset Management, Inc. otherOnedigital otherOtherDec 19, 2014Dec 22, 2014
Krystle Ann KaufmanUnited Capital Financial Advisors otherOnedigital otherOtherDec 17, 2014Dec 19, 2014
Jasonn Donald PotterIndependent Financial Partners otherOnedigital otherOtherDec 12, 2014Feb 11, 2019 (1522 d)
Timothy D JansenWaddell & Reed otherOnedigital otherOtherJun 23, 2014Jun 27, 2014
Michael A WalenzLPL Financial LLC otherOnedigital otherOtherMay 27, 2014Mar 27, 2014
Joshua J YostLPL Financial LLC otherOnedigital otherOtherMay 27, 2014Mar 27, 2014
Leslie Jean SchroederLPL Financial LLC otherOnedigital otherOtherMay 27, 2014Mar 27, 2014
Joseph John DebelloSecurian Financial Services, Inc. otherOnedigital otherOtherMay 22, 2014Mar 30, 2018 (1408 d)
Jeffrey Howard NesselOppenheimer & Co. Inc. otherOnedigital otherOtherMay 19, 2014May 9, 2014
Michael Hayes GouldinComprehensive Capital Management, Inc. otherOnedigital institutionalOtherFeb 7, 2014Dec 8, 2021 (2861 d)
Kenna Jo Marie GrahamEdward Jones national BDOnedigital institutionalOtherOct 3, 2013May 30, 2024 (3892 d)
Blade James ZychSecurian Financial Services, Inc. otherOnedigital institutionalOtherJul 1, 2013Feb 18, 2021 (2789 d)
Bryan William VolkCharles Schwab & Co., Inc. national BDOnedigital institutionalOtherDec 31, 2012Aug 30, 2024 (4260 d)
Carol Jean WeemsWoodbury Financial Services, Inc. otherOnedigital otherOtherOct 3, 2012Oct 1, 2012
Sean David PattonCambridge Investment Research Advisors, Inc. otherOnedigital institutionalOtherDec 31, 2011May 27, 2021 (3435 d)
Thomas Fred ZamiaraCambridge Investment Research Advisors, Inc. otherOnedigital institutionalOtherAug 8, 2011Apr 15, 2021 (3538 d)
Thomas Richard WrightNrp Advisors, Inc. unclassifiedOnedigital otherOtherDec 1, 2010Oct 13, 2010
Vincent Lee MorrisNrp Advisors, Inc. unclassifiedOnedigital otherOtherDec 1, 2010Oct 13, 2010
Robert Erick BjorsethNrp Advisors, Inc. unclassifiedOnedigital otherOtherDec 1, 2010Oct 13, 2010
Tristan Wayne TalleyNrp Advisors, Inc. unclassifiedOnedigital otherOtherDec 1, 2010Oct 14, 2010
John Fisken KapekNrp Advisors, Inc. unclassifiedOnedigital otherOtherDec 1, 2010Nov 16, 2010
John Donald WatersCommonwealth Financial Network national BDOnedigital institutionalOtherOct 1, 2010Apr 16, 2025 (5311 d)
Mark Edward HoweAmeritime, LLC state registeredOnedigital otherOtherJan 21, 2010Jun 4, 2012 (865 d)
Andrew Burnham CannonFifth Third Securities, Inc. otherOnedigital institutionalOtherFeb 20, 2009Dec 5, 2025 (6132 d)
Ann Barclay FussMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnedigital institutionalOtherApr 2, 2008Oct 16, 2025 (6406 d)
Matthew James RozziFlagstar Securities, Inc. otherOnedigital institutionalOtherJul 31, 2006Aug 13, 2025 (6953 d)
James Lewis BattmerMorgan Stanley Dw Inc. unclassifiedOnedigital otherOtherFeb 1, 2005Jun 9, 2010 (1954 d)
Jennifer Lynn KrugerAmeriprise Financial Services, LLC national BDOnedigital institutionalOtherAug 5, 2003Oct 20, 2020 (6286 d)
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