Daniel Jaman Furiness

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Onedigital

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-09-15
PA	RA	APPROVED	2022-09-14
TX	RA	APPROVED	2022-09-14

NJ RA
APPROVED

Since 2022-09-15
PA RA
APPROVED

Since 2022-09-14
TX RA
APPROVED

Since 2022-09-14

Branch Locations

Yardley, PA • United States

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

300 Carnegie Center Suite 240, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Kb Financial Partners, Llc F/K/A Karr Barth Private Client Group	Princeton	NJ	01/2004	12/2023
Kb Financial Partners, Llc	Princeton	NJ	01/2004	12/2023
M Holding Securities, Inc.	Portland	OR	02/2012	Present
Onedigital Investment Advisors Llc	Overland Park	KS	09/2022	Present

01/2004 → 12/2023

Kb Financial Partners, Llc F/K/A Karr Barth Private Client Group

Princeton, NJ
01/2004 → 12/2023

Kb Financial Partners, Llc

Princeton, NJ
02/2012 → Present

M Holding Securities, Inc.

Portland, OR
09/2022 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

Previous Registrations

2006-09-07 → 2023-12-31

Kb Financial Partners, Llc

Princeton, NJ

Princeton, NJ
2004-02-04 → 2012-04-12

Equitable Advisors, Llc

Princeton, NJ

Princeton, NJ

Other Businesses

1) KJAC PARTNERS, LLC DBA KB FINANCIAL PARTNERS; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; INSURANCE AGENT; LIFE INSURANCE CASE DESIGN AND CONSULTING; 2/2023; 120 HRS/MONTH; 120 HRS/MONTH DURING SECURITIES TRADING HOURS; PROVIDE FIXED INSURANCE PRODUCTS TO CLIENTS OF ONEDIGITAL. __|__ 2) ONE DIGITAL INVESTMENT ADVISORS; 11101 SWITZER ROAD SUITE 200 OVERLAND PARK, KS 66210; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; SENIOR DIRECTOR OF FINANCIAL PLANNING; FINANCIAL PLANNING; 08/01/2022; 60 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING HOURS. __|__ 3) M HOLDINGS SECURITIES; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; REGISTERED REPRESENTATIVE; 2/22/2012; 60 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DURING SECURITIES TRADING HOURS; M HOLDING SECURITIES ALLOWS US TO OFFER FIXED AND VARIABLE INSURANCE PRODUCTS TO CLIENTS OF ONEDIGITAL. 4) Executor to Ilona Klockner; Not investment related; 705 Stewarts Way, Yardley PA 19067; Executor; 6-23-26; 40 hrs/mo; 4 hrs/mo during trading hours; executor to family friend's estate.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-01-23

S66 Uniform Combined State Law Examination

2004-01-23

Designations

Certified Financial Planner

Other Names

Daniel Furiness
Dan Furiness

View on SEC IAPD