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Detailed Report
DAVID MICHAEL KOVER
CRD#: 1854836
IA
Investment Adviser
B
Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 780 Fifth Ave South
Suite 200
Naples, FL 34102
OSAIC WEALTH, INC.CRD#: 23131 780 Fifth Ave South
Suite 200
Naples, FL 34102
Registration History
19901995200020052010201520202025IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2018 - Present (6 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2018 - 2024 (6 years)BFIRST HEARTLAND CAPITAL, INC. (CRD# 32460)2001 - 2018 (16 years)BMARQUIS FINANCIAL SERVICES, INC. (CRD# 20733)1998 - 2001 (3 years)BPINNACLE FINANCIAL CONSULTANTS... (CRD# 39640)1996 - 1998 (1 year)BINVEST FINANCIAL CORPORATION (CRD# 12984)1995 - 1996 (<1 year)BTRANSAMERICA FINANCIAL RESOURC... (CRD# 3600)1994 - 1995 (1 year)BFIRST COLONIAL INVESTMENT SERV... (CRD# 26969)1992 - 1995 (3 years)BELAN INVESTMENT SERVICES, INC. (CRD# 14536)1995 - 1995 (<1 year)BOLDE DISCOUNT CORPORATION (CRD# 5979)1991 - 1991 (<1 year)BLEHMAN BROTHERS INC. (CRD# 7506)1988 - 1991 (3 years)IAFIRST HEARTLAND CONSULTANTS, INC. (CRD# 110377)1998 - 2018 (19 years)
Disclosure(s)
View By:
11/30/1998
Customer Dispute
Closed-No Action
License(s)

State Registrations

B
Arizona 8/23/2024
B
Indiana 8/23/2024
B
California 8/23/2024
B
Maine 8/23/2024
B
Delaware 8/23/2024
B
Maryland 8/23/2024
B
District of Columbia 8/23/2024
B
Michigan 8/23/2024
IA
Florida 6/15/2018
B
Ohio 8/23/2024
B
Florida 8/23/2024
B
Pennsylvania 8/23/2024
IA
Illinois 4/13/2018
B
Tennessee 8/23/2024
B
Illinois 8/23/2024
B
Texas 8/23/2024
IA
Indiana 4/13/2018
B
Wisconsin 8/23/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
780 Fifth Ave South Suite 200, Naples, FL 34102
555 Eastport Centre Drive Suite B, Valparaiso, IN 46383
Registered with this firm since 4/13/2018
B
OSAIC WEALTH, INC. (CRD#:23131)
780 Fifth Ave South Suite 200, Naples, FL 34102
Registered with this firm since 8/23/2024
Previous Registration(s)
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B
 04/16/2018 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Naples, FL
IA
 12/08/1998 - 04/13/2018 FIRST HEARTLAND CONSULTANTS, INC. (CRD#:110377) VALPARAISO, IN
B
 07/30/2001 - 04/13/2018 FIRST HEARTLAND CAPITAL, INC. (CRD#:32460) CHICAGO, IL
B
 01/29/1998 - 08/08/2001 MARQUIS FINANCIAL SERVICES, INC. (CRD#:20733) TARZANA, CA
B
 03/19/1996 - 01/22/1998 PINNACLE FINANCIAL CONSULTANTS, INC. (CRD#:39640) VALPARAISO, IN
B
 05/01/1995 - 04/01/1996 INVEST FINANCIAL CORPORATION (CRD#:12984) APPLETON, WI
B
 01/04/1994 - 04/28/1995 TRANSAMERICA FINANCIAL RESOURCES, INC. (CRD#:3600) LOS ANGELES, CA
B
 01/08/1992 - 04/18/1995 FIRST COLONIAL INVESTMENT SERVICES, INC. (CRD#:26969) ROSEMONT, IL
B
 03/15/1995 - 04/12/1995 ELAN INVESTMENT SERVICES, INC. (CRD#:14536) MORRIS PLAINS, NJ
B
 06/18/1991 - 09/23/1991 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
B
 07/20/1988 - 07/03/1991 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.