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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-17
NJ RA APPROVED 2022-09-15
  • MA RA
    APPROVED
    Since 2024-07-17
  • NJ RA
    APPROVED
    Since 2022-09-15

Branch Locations

300 Carnegie Center Drive Ste 240, Princeton, NJ 08540 • United States

Oak Bluffs, MA • United States

Bernardsville, NJ • 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
Kb Financial Partners, Llc Princeton NJ 04/2012 07/2022
M Holding Securities, Inc. Portland OR 02/2012 Present
Onedigital Investment Advisors Overland Park KS 08/2022 Present
  • 04/2012 → 07/2022
    Kb Financial Partners, Llc
    Princeton, NJ
  • 02/2012 → Present
    M Holding Securities, Inc.
    Portland, OR
  • 08/2022 → Present
    Onedigital Investment Advisors
    Overland Park, KS
Previous Registrations
Other Businesses

AXA EQUITABLE; INVESTMENT RELATED; 501 BROADWAY, POINT PLEASANT BEACH, NJ 08742; 02/01/1975; AGENT; SALES AND SERVICE OF NEW AND EXISTING LIFE AND ANNUITY PRODUCTS; 10 HOURS/MONTH; 10 HOURS/MONTH DURING TRADING; COMMISSIONS __|__ WILLIAM DAMORA - OUTSIDE SALES AND TRAILS; INVESTMENT-RELATED; 501 BROADWAY, POINT PLEASANT BEACH, NJ 08742; AGENT; BROKER; 10/17/2019; 5 HOURS/MONTH; 5 HOURS/MONTH DURING TRADING; SALES AND SERVICE OF INSURANCE PRODUCTS __|__ ONEDIGITAL; INVESTMENT-RELATED; 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS 66210; RIA; IAR; 8/2022; 160 HOURS/MONTH; 160 HOURS/MONTH DURING TRADING; ADVISE NEW AND EXISTING CLIENTS __|__ HOPE FOR CHILDREN RESEARCH FOUNDATION; NOT INVESTMENT RELATED; BERNARDSVILLE, NJ; FOUNDATION; VOLUNTEER; 6/4/2026; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING; FOUNDATION RAISES FUNDS FOR CHILDREN'S CANCER RESEARCH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-09
S63 Uniform Securities Agent State Law Examination 1985-08-22
  • S65 Uniform Investment Adviser Law Examination
    1996-08-09
  • S63 Uniform Securities Agent State Law Examination
    1985-08-22
Designations
Other Names
  • Bill Damora

View on SEC IAPD

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