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Katelynn Julie Kendall

Onedigital

Danvers, MA

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-21
  • MA RA
    APPROVED
    Since 2022-07-21

Branch Locations

222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • 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
Lpl Financial Llc Danvers MA 08/2006 11/2017
Timescale Financial, Inc. Danvers MA 05/2015 12/2023
Onedigital Investment Advisors Llc Overland Park KS 06/2022 Present
  • 08/2006 → 11/2017
    Lpl Financial Llc
    Danvers, MA
  • 05/2015 → 12/2023
    Timescale Financial, Inc.
    Danvers, MA
  • 06/2022 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2018-07-30 → 2023-12-31
    Timescale Financial, Inc.
    Danvers, MA
  • 2010-12-17 → 2017-11-07
    Lpl Financial Llc
    Danvers, MA
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-13
  • S66 Uniform Combined State Law Examination
    2010-12-13
Other Names
  • Katelynn J Kendall
  • Kate Kendall
  • Katelynn Kendall

View on SEC IAPD

Other Firms

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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
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN
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

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