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William James Brandimarte

Onedigital

Edgewater, FL

Overland Park, KS

CRD 7521045

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-16
  • FL RA
    APPROVED
    Since 2023-03-16

Branch Locations

Edgewater, FL • 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
Onedigital Investment Advisors Llc Overland Park KS 03/2022 Present
Slavic401K Boca Raton FL 08/2016 03/2022
Florida Atlantic University Boca Raton FL 08/2014 06/2018
  • 03/2022 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 08/2016 → 03/2022
    Slavic401K
    Boca Raton, FL
  • 08/2014 → 06/2018
    Florida Atlantic University
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-27
  • S65 Uniform Investment Adviser Law Examination
    2022-10-27
Other Names
  • William Brandimarte

View on SEC IAPD

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