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Robert Renton Worsfold

Onedigital

Cushing, ME

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
ME RA APPROVED 2025-08-27
MA RA APPROVED 2023-07-18
  • ME RA
    APPROVED
    Since 2025-08-27
  • MA RA
    APPROVED
    Since 2023-07-18

Branch Locations

Cushing, ME • United States

222 Rosewood Drive, 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
Onedigital Investment Advisors Llc Danvers MA 04/2023 Present
Forusall, Inc. San Carlos CA 06/2021 03/2023
Custodia Financial Dallas TX 04/2018 05/2021
Edelman Financial Engines Boston MA 02/2000 03/2018
  • 04/2023 → Present
    Onedigital Investment Advisors Llc
    Danvers, MA
  • 06/2021 → 03/2023
    Forusall, Inc.
    San Carlos, CA
  • 04/2018 → 05/2021
    Custodia Financial
    Dallas, TX
  • 02/2000 → 03/2018
    Edelman Financial Engines
    Boston, MA
Other Businesses

Acord Food Pantry; Not Investment Related; Wenham, MA 01984; Charity; Treasurer; 1/1/2025; 4 hours/mo devoted; 0 hours devoted during securities trading hours; Provide food to those in need in our local community

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
Other Names
  • Rennie Worsfold

View on SEC IAPD

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