• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ROBERT DAVID EDGAR Jr
ROBERT DAVID EDGAR, Rob Edgar
CRD#: 2390755
IA
Investment Adviser
B
Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 MAINEVILLE, OH
Registration History
19952000200520102015202020252 FIRMS2022 - 2023 (1 year)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2024 - Present (<1 year)BGWFS EQUITIES, INC. (CRD# 13109)2003 - 2022 (18 years)BA. G. EDWARDS & SONS, INC. (CRD# 4)1999 - 2001 (1 year)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1993 - 1996 (2 years)IAADVISED ASSETS GROUP, LLC (CRD# 112058)2016 - 2022 (5 years)
License(s)

State Registrations

IA
Ohio 4/19/2024

Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
MAINEVILLE, OH
Registered with this firm since 4/19/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/15/2022 - 07/07/2023 HUNTINGTON FINANCIAL ADVISORS (CRD#:16986) COLUMBUS, OH
B
02/15/2022 - 07/07/2023 THE HUNTINGTON INVESTMENT COMPANY (CRD#:16986) COLUMBUS, OH
IA
07/06/2016 - 01/07/2022 ADVISED ASSETS GROUP, LLC (CRD#:112058) GREENWOOD VILLAGE, CO
B
07/08/2003 - 01/07/2022 GWFS EQUITIES, INC. (CRD#:13109) Topeka, KS
B
09/27/1999 - 03/07/2001 A. G. EDWARDS & SONS, INC. (CRD#:4) ST. LOUIS, MO
B
08/20/1993 - 02/26/1996 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784) SMITHFIELD, RI
For additional information about investment advisers or broker-dealers, please visit
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.