Davee Nobuyoshi Hazama

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 09/2017
  Girard Securities, Inc.
  Brea, CA
• 03/2009 → 09/2017
  Newcastle Financial Advisors, Inc.
  Brea, CA
• 09/2017 → 11/2020
  Wealthsource Partners, Llc
  Brea, CA
• 12/2020 → 09/2024
  Wealthsource Partners, Llc
  Diamond Bar, CA
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2017-09-21 → 2024-10-26
  Wealthsource®
  Brea, CA
  Diamond Bar, CA
• 2009-03-19 → 2017-09-25
  Girard Securities, Inc.
  Brea, CA
  Fullerton, CA
• 2017-01-21 → 2017-09-22
  Newcastle Financial Advisors
  Brea, CA
  Fullerton, CA
• 2005-10-31 → 2009-03-18
  Osaic Services, Inc.
  Phoenix, AZ
  Fullerton, CA
  Brea, CA
• 2002-10-02 → 2005-10-31
  Sentra Securities Corporation
  Anaheim, CA

Other Businesses

(1) KALEO ONE, INC.; NOT INVESTMENT-RELATED; 3333 S. BREA CANYON ROAD, SUITE 100, DIAMOND BAR, CA 91765; CHARITABLE ORGANIZATION; PRESIDENT AND FOUNDER; JANUARY 2020; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; PLANNING EVENTS AND SUPERVISING VOLUNTEERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1999-05-11

Other Names

• Davee N. Hazama
• Dave Hazama