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Detailed Report
EMILY MAUREEN EVERETT
CRD#: 4967235
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Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 Chicago, IL
Registration History
200620082010201220142016201820202022202420263 FIRMS2005 - 2005 (<1 year)2 FIRMS2006 - 2007 (<1 year)2 FIRMS2015 - 2024 (9 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2024 - Present (<1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2007 - 2014 (7 years)BWM FINANCIAL SERVICES, INC. (CRD# 599)2006 - 2006 (<1 year)IATIAA-CREF ADVICE AND PLANNING ... (CRD# 20472)2013 - 2014 (1 year)
License(s)

State Registrations

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Illinois 5/17/2024
Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
Chicago, IL
Registered with this firm since 5/17/2024
Previous Registration(s)
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 03/16/2015 - 05/02/2024 WINTRUST INVESTMENTS (CRD#:875) CHICAGO, IL
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 03/16/2015 - 05/02/2024 WINTRUST INVESTMENTS LLC (CRD#:875) CHICAGO, IL
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 05/06/2013 - 11/21/2014 TIAA-CREF ADVICE AND PLANNING SERVICES (CRD#:20472) CHICAGO, IL
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 09/19/2007 - 11/21/2014 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) CHICAGO, IL
IA
 12/18/2006 - 09/12/2007 WACHOVIA SECURITIES, LLC (CRD#:19616) ADDISON, TX
B
 12/18/2006 - 09/12/2007 WACHOVIA SECURITIES, LLC (CRD#:19616) ADDISON, TX
B
 02/23/2006 - 11/30/2006 WM FINANCIAL SERVICES, INC. (CRD#:599) DALLAS, TX
IA
 09/19/2005 - 10/10/2005 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) RICHARDSON, TX
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 09/02/2005 - 10/10/2005 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) MINNEAPOLIS, MN
B
 09/02/2005 - 10/10/2005 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.