Wesley Ray Brown

Current Employers

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-10
TX	RA	APPROVED_RES	2024-01-10

CA RA
APPROVED

Since 2024-01-10
TX RA
APPROVED_RES

Since 2024-01-10

Branch Locations

2125 S. Broadway Suite 110, Santa Maria, CA 93454 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wealthsource Partners, Llc	Santa Maria	CA	02/2016	09/2024
Vellum Financial, Llc	Santa Maria	CA	07/2016	12/2017
Onedigital Investment Advisors Llc	Overland Park	KS	01/2024	Present

02/2016 → 09/2024

Wealthsource Partners, Llc

Santa Maria, CA
07/2016 → 12/2017

Vellum Financial, Llc

Santa Maria, CA
01/2024 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

Previous Registrations

2016-03-03 → 2024-10-26

Wealthsource®

Santa Maria, CA

San Luis Obispo, CA
2016-09-21 → 2017-12-01

Vellum Financial, Llc

Santa Maria, CA
2008-01-01 → 2016-03-16

Wells Fargo Clearing Services, Llc

Arroyo Grande, CA

Santa Maria, CA
2005-08-25 → 2008-01-01

A. G. Edwards & Sons, Inc.

Santa Maria, CA

Santa Maria, CA

St. Louis, MO
2000-05-12 → 2005-08-29

Morgan Stanley Dw Inc.

Santa Maria, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-09-01

S66 Uniform Combined State Law Examination

1999-09-01

Designations

Other Names

Wes Brown

View on SEC IAPD

Current Employers

Onedigital

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews