Best Investors Account Sign in
Inactive

Shane Poulin

Onedigital

Danvers, MA

Tewksbury, MA

Overland Park, KS

Claim This Profile
Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States

Tewksbury, MA • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • 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
Gwfs Equities, Inc. Andover MA 01/2015 09/2024
Onedigital Investment Advisors Llc Overland Park KS 09/2024 Present
  • 01/2015 → 09/2024
    Gwfs Equities, Inc.
    Andover, MA
  • 09/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-17
S63 Uniform Securities Agent State Law Examination 2014-10-06
  • S65 Uniform Investment Adviser Law Examination
    2024-12-17
  • S63 Uniform Securities Agent State Law Examination
    2014-10-06

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
CAMERON DAVID WATERS

Other Offices

RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA
AMERIPRISE FINANCIAL SERVICES, LLC · DANVERS, MA

More in Danvers, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor