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Detailed Report
Robert Daniel Culberson
ROBERT DANIEL CULBERSON JR, ROBERT DANIEL CULBERSON, Dan Culberson, Daniel Culberson, Robert Daniel Culberson Jr.…
CRD#: 6757353
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Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 301 E. Pine Street
Suite 650
Orlando, FL 32801
Registration History
2017201820192020202120222023202420252026IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2018 - 2020 (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2017 - 2018 (1 year)IAFISHER INVESTMENTS (CRD# 107342)2020 - 2022 (2 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2019 - 2020 (<1 year)
License(s)

State Registrations

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Florida 6/16/2022
Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
301 E. Pine Street Suite 650, Orlando, FL 32801
Registered with this firm since 6/16/2022
Previous Registration(s)
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 02/04/2020 - 04/14/2022 FISHER INVESTMENTS (CRD#:107342) TAMPA, FL
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 05/31/2019 - 01/30/2020 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) JACKSONVILLE, FL
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 10/22/2018 - 01/14/2020 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) JACKSONVILLE, FL
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 06/07/2017 - 09/27/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) JACKSONVILLE, FL
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.