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Detailed Report
MARY ST. PAUL CABALLERO
MARY ST. PAUL MARTINIS
CRD#: 4784661
IA
Investment Adviser
B
Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 811 SW 6th Ave.
Suite 1000
Portland, OR 97204
OSAIC WEALTH, INC.CRD#: 23131 811 SW 6th Ave
Ste 1000
Portland, OR 97204
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2004 (<1 year)2 FIRMS2010 - 2018 (7 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2018 - Present (6 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2018 - 2024 (5 years)BNRP FINANCIAL, INC. (CRD# 103717)2007 - 2010 (3 years)BFINANCIAL TELESIS INC (CRD# 31012)2005 - 2007 (1 year)BSIGNATOR INVESTORS, INC. (CRD# 468)2004 - 2005 (<1 year)IAFINANCIAL ADVOCATES ADVISORY S... (CRD# 147786)2011 - 2018 (7 years)IANRP ADVISORS, INC. (CRD# 141430)2008 - 2010 (2 years)IANRP FINANCIAL, INC. (CRD# 103717)2007 - 2008 (1 year)
License(s)

State Registrations

IA
Oregon 9/17/2018
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Washington 8/23/2024
B
Oregon 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)
811 SW 6th Ave. Suite 1000, Portland, OR 97204
Registered with this firm since 9/17/2018
B
OSAIC WEALTH, INC. (CRD#:23131)
811 SW 6th Ave Ste 1000, Portland, OR 97204
Registered with this firm since 8/23/2024
Previous Registration(s)
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 09/04/2018 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Portland, OR
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 01/04/2011 - 09/17/2018 FINANCIAL ADVOCATES ADVISORY SERVICES (CRD#:147786) Portland, OR
IA
 11/30/2010 - 09/11/2018 LPL FINANCIAL LLC (CRD#:6413) PORTLAND, OR
B
 11/30/2010 - 09/11/2018 LPL FINANCIAL LLC (CRD#:6413) PORTLAND, OR
IA
 03/07/2008 - 11/30/2010 NRP ADVISORS, INC. (CRD#:141430) PORTLAND, OR
B
 04/24/2007 - 11/30/2010 NRP FINANCIAL, INC. (CRD#:103717) PORTLAND, OR
IA
 05/03/2007 - 10/20/2008 NRP FINANCIAL, INC. (CRD#:103717) PORTLAND, OR
B
 06/02/2005 - 04/23/2007 FINANCIAL TELESIS INC (CRD#:31012) PORTLAND, OR
B
 12/17/2004 - 06/09/2005 SIGNATOR INVESTORS, INC. (CRD#:468) BOSTON, MA
IA
 05/28/2004 - 12/10/2004 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) PORTLAND, OR
B
 05/11/2004 - 12/10/2004 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) ST. PAUL, MN
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.
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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.