Eugene Nathan Gordon

Current Employers

Employment History

• 06/2009 → 02/2018
  Morgan Stanley Smith Barney Llc
  Palo Alto, CA
• 01/2015 → 02/2018
  Morgan Stanley Private Bank, National Association
  Palo Alto, CA
• 02/2018 → 09/2024
  Wealthsource Partners, Llc
  Palo Alto, CA
• 03/2018 → 01/2026
  Fortune Financial Services, Inc.
  Monaca, PA
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-02-23 → 2024-10-26
  Wealthsource®
  Palo Alto, CA
  Palo Alto, CA
  Palo Alto, CA
• 2009-06-01 → 2018-02-23
  Morgan Stanley
  Palo Alto, CA
• 2004-03-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1.) EUGENE NATHAN GORDON; INVESTMENT-RELATED BUSINESS; 591 LYTTON AVENUE, PALO ALTO, CALIFORNIA 94301; INSURANCE SALES; SOLE PROPRIETOR AND AGENT; JUNE 2004 START DATE; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONS AND INSURANCE SALES DUTIES. _____ | _____ 3.) ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT-RELATED BUSINESS; 11101 SWITZER ROAD SUITE 200 OVERLAND PARK, KS 66210; INVESTMENT ADVISER; JANUARY 2024 START DATE _____ | _____ 4.) HBEN, INC.; NOT INVESTMENT RELATED; PERSONAL RESIDENCE, PALO ALTO, CA 94303; ASSIGNEE FOR EUGENE GORDON'S FEES AS AN INVESTMENT ADVISER REPRESENTATIVE, REGISTERED REPRESENTATIVE AND INSURANCE AGENT; OWNER; AUGUST 7, 2018 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT, FINANCIAL AND OPERATIONS DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-09
• S63 Uniform Securities Agent State Law Examination
  2004-03-08

Other Names

• Gene Gordon