Franklin Shearwood Brizendine, Iii

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 01/2023
  Pruco Securities, Llc.
  Charlotte, NC
• 03/2013 → 01/2023
  Prudential Insurance Company Of America
  Charlotte, NC
• 01/2023 → 06/2024
  Securities America, Inc.
  Apex, NC
• 01/2023 → 06/2024
  Securities America Advisors
  Apex, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Apex, NC
• 06/2024 → 04/2025
  Osaic Wealth, Inc.
  Apex, NC
• 04/2025 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2023-01-05 → 2024-06-14
  Securities America Advisors, Inc.
  Apex, NC
  Cary, NC
• 2013-04-09 → 2023-01-11
  Pruco Securities, Llc.
  Raleigh, NC
  Raleigh, NC
• 2011-02-22 → 2012-12-18
  Woodbury Financial Services, Inc.
  Raleigh, NC
  Cary, NC

Other Businesses

1. FIXED AND VARIABLE INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE, SUITE 100, APEX, NC 27502; SALES AND SERVICE OF BOTH VARIABLE AND NON-VARIABLE INSURANCE PRODUCTS; AGENT; 08/03/2010; 160 HRS/MONTH; 160 HR DURING TRADING; SALES AND SERVICE OF INSURANCE PRODUCTS 2. ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE SUITE 100, APEX, NC 27502; IAR; 4/1/2025; 160 HRS/MONTH; 160 HOURS DURING TRADING; INVESTMENT ADVISORY BUSINESS 3. INSURANCE POSITION: financial planner NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/09/2023 ADDRESS: 2021 Shepherds Vineyard Dr, Suite 100, Apex NC 27502, United States DESCRIPTION: part of financial planning advisory practice. 4. ONEDIGITAL INVESTMENT ADVISORS POSITION: Vice President, Wealth Managment NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2025 ADDRESS: 2021 Shepherds Vineyard Dr, Apex NC 27502-6440, United States DESCRIPTION: investment advisory services

Exams

• S66 Uniform Combined State Law Examination
  2010-11-11

Other Names

• Tripp Brizendine