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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-28
  • FL RA
    APPROVED
    Since 2023-01-28

Branch Locations

Lake City, FL • United States

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

135 Durbin Station Court Suite 504, St. Johns, FL 32259 • 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
OrganizationCityStateFromTo
Lpl Financial Llc St. Augustine FL 11/2013 05/2019
Independent Financial Partners St Augustine FL 12/2013 01/2023
Ifp Securities, Llc St Augustine FL 05/2019 01/2023
Onedigital Investment Advisors, Llc Overland Park KS 12/2022 Present
Triad Advisors Norcross GA 02/2023 08/2024
Osaic Wealth, Inc. St. Johns FL 08/2024 12/2024
  • 11/2013 → 05/2019
    Lpl Financial Llc
    St. Augustine, FL
  • 12/2013 → 01/2023
    St Augustine, FL
  • 05/2019 → 01/2023
    Ifp Securities, Llc
    St Augustine, FL
  • 12/2022 → Present
    Onedigital Investment Advisors, Llc
    Overland Park, KS
  • 02/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → 12/2024
    Osaic Wealth, Inc.
    St. Johns, FL
Previous Registrations
  • 2013-12-10 → 2023-02-01
    St Augustine, FL
    St Johns, FL
  • 1998-11-20 → 2013-12-03
    New England Securities
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

1) FIVE PARTNERS GOLF, LLC; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; OWNER; LLC; 11/29/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MEMBER OF HOLDING COMPANY FOR ONEDIGITAL STOCK __|__ 2) NETEAGLE, LLC; NOT INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; LLC; MEMBER; 11/14/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; OWNERSHIP OF FIVE PARTNERS GOLF, LLC__|__ 3) ONEDIGITAL; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; ADVISORY SERVICES FOR WEALTH MANAGEMENT AND RETIREMENT PLANS POSITION: EVP RETIREMENT AND WEALTH; 12/2022 140 HRS/MONTH DEVOTED; 140 HOURS DURING TRADING; SALES AND SERVICE OF RETIREMENT PLANS AND INDIVIDUAL WEALTH MANAGEMENT __|__ 4 ) YJ2J, LLC INVESTMENT RELATED; 752 EAGLE POINT DRIVE. ST. AUGUSTINE, FL 32092; MEMBER; 9/6/2018;1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; LLC OWNS 2 RENTAL CONDOMINIUMS POSITION__|__ 5) BULL BAT TIME, LLC; NOT INVESTMENT RELATED; 468 SE ORMOND WITT ROAD, LAKE CITY, FL 32025; REAL ESTATE HOLDING COMPANY-OWNS VACANT LAND IN DIXIE COUNTY, FLORIDA; MANAGING PARTNER; 07/25/2023 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MOWING THE PROPERTY, TRIMMING TREE LIMBS, ETC. __|__ 6) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 3/29/1994; 20 HRS/MONTH DEVOTED; 20 HOURS DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__

Other Names
  • Troy Tummond

View on SEC IAPD

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