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JASON KYLE CHEPENIK
CRD#: 2559515
IA
Investment Adviser
B
Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 301 East Pine Street
Suite 650
Orlando, FL 32801
OSAIC WEALTH, INC.CRD#: 23131 301 East Pine Street
Suite 650
Orlando, FL 32801
Registration History
19952000200520102015202020252 FIRMS1999 - 2008 (8 years)2 FIRMS2008 - 2010 (2 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2015 - Present (10 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2017 - 2024 (7 years)BLPL FINANCIAL LLC (CRD# 6413)2010 - 2017 (6 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)1999 - 2006 (6 years)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1994 - 1999 (4 years)IALPL FINANCIAL LLC (CRD# 6413)2012 - 2017 (4 years)IAINDEPENDENT FINANCIAL PARTNERS (CRD# 125112)2012 - 2015 (3 years)
Disclosure(s)
View By:
7/7/2014
Regulatory
Final
11/29/2012
Regulatory
Final
1/17/2012
Regulatory
Final
6/23/2008
Customer Dispute
Settled
License(s)

State Registrations

B
Alabama 8/23/2024

B
Maryland 8/23/2024

B
Arizona 8/23/2024

B
Nevada 8/23/2024

B
California 8/23/2024

B
New Mexico 8/23/2024

B
Connecticut 8/23/2024

B
New York 8/23/2024

B
District of Columbia 8/23/2024

B
North Carolina 8/23/2024

IA
Florida 2/25/2015

B
Ohio 8/23/2024

B
Florida 8/23/2024

B
Pennsylvania 8/23/2024

B
Georgia 8/23/2024

B
South Carolina 8/23/2024

B
Illinois 8/23/2024

B
Tennessee 8/23/2024

B
Kentucky 8/23/2024

IA
Texas 1/7/2015

IA
Louisiana 7/2/2024

B
Texas 8/23/2024

B
Louisiana 8/23/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
301 East Pine Street Suite 650, Orlando, FL 32801
Registered with this firm since 1/7/2015

B
OSAIC WEALTH, INC. (CRD#:23131)
301 East Pine Street Suite 650, Orlando, FL 32801
Registered with this firm since 8/23/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
B
02/22/2017 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Orlando, FL
IA
08/29/2012 - 03/02/2017 LPL FINANCIAL LLC (CRD#:6413) WINTER PARK, FL
B
11/30/2010 - 03/02/2017 LPL FINANCIAL LLC (CRD#:6413) WINTER PARK, FL
IA
01/17/2012 - 07/28/2015 INDEPENDENT FINANCIAL PARTNERS (CRD#:125112) WINTER PARK, FL
IA
01/24/2008 - 12/01/2010 NRP ADVISORS, INC. (CRD#:141430) WINTER PARK, FL
B
01/24/2008 - 11/30/2010 NRP FINANCIAL, INC. (CRD#:103717) WINTER PARK, FL
IA
09/27/1999 - 01/25/2008 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) MAITLAND, FL
B
09/27/1999 - 01/25/2008 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) MAITLAND, FL
B
09/27/1999 - 04/10/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) MAITLAND, FL
B
12/22/1994 - 10/01/1999 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
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.