John Moody (CRD# 6880152) is an Investment Advisor Representative working at Onedigital Investment Advisors in Englewood, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Oct 2023 - Current | < 1 |
| American Trust Retirement | Lexington, KY | Jul 2019 - Oct 2023 | 4 |
| Threat X, Inc. | Boulder, CO | Sep 2018 - Jun 2019 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2017 - Sep 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Boulder, CO | Dec 2017 - Sep 2018 | < 1 |
| Unemployed | Boulder, CO | May 2017 - Nov 2017 | < 1 |
| Student | Littleton, CO | Aug 1997 - May 2017 | 19 |
| Broadridge Financial Solutions | Denver, CO | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
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