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RICHARD TYLER JONES
CRD#: 7181606
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Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 Raleigh, NC
Registration History
20202021202220232024202520262 FIRMS2020 - 2021 (<1 year)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2021 - Present (3 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - 2024 (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2023 - 2024 (1 year)
License(s)

State Registrations

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North Carolina 6/28/2021

Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
Raleigh, NC
Registered with this firm since 6/28/2021

Previous Registration(s)
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08/23/2024 - 12/06/2024 OSAIC WEALTH, INC. (CRD#:23131) Raleigh, NC
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05/10/2023 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Raleigh, NC
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09/24/2020 - 05/17/2021 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) RALEIGH, NC
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08/13/2020 - 05/17/2021 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) RALEIGH, NC
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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.