TT
Troy D. Tummond
ONEDIGITAL
St. Johns, FL 32259
Some features on this profile are disabled
CRD#: 2303092
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Professional summary
Troy Dixon Tummond, who also goes by Troy Tummond, is a registered financial advisor currently at ONEDIGITAL located in St. Johns, Florida.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Troy has worked at 9 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Troy Tummond
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FIVE PARTNERS GOLF, LLC; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; OWNER; LLC; 11/29/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MEMBER OF HOLDING COMPANY FOR ONEDIGITAL STOCK __|__ 2) NETEAGLE, LLC; NOT INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; LLC; MEMBER; 11/14/2022; 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; OWNERSHIP OF FIVE PARTNERS GOLF, LLC__|__ 3) ONEDIGITAL; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; ADVISORY SERVICES FOR WEALTH MANAGEMENT AND RETIREMENT PLANS POSITION: EVP RETIREMENT AND WEALTH; 12/2022 140 HRS/MONTH DEVOTED; 140 HOURS DURING TRADING; SALES AND SERVICE OF RETIREMENT PLANS AND INDIVIDUAL WEALTH MANAGEMENT __|__ 4 ) YJ2J, LLC INVESTMENT RELATED; 752 EAGLE POINT DRIVE. ST. AUGUSTINE, FL 32092; MEMBER; 9/6/2018;1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; LLC OWNS 2 RENTAL CONDOMINIUMS POSITION__|__ 5) BULL BAT TIME, LLC; NOT INVESTMENT RELATED; 468 SE ORMOND WITT ROAD, LAKE CITY, FL 32025; REAL ESTATE HOLDING COMPANY-OWNS VACANT LAND IN DIXIE COUNTY, FLORIDA; MANAGING PARTNER; 07/25/2023 1 HR/MONTH DEVOTED; 0 HOURS DURING TRADING; MOWING THE PROPERTY, TRIMMING TREE LIMBS, ETC. __|__ 6) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 135 DURBIN STATION COURT, SUITE 504, ST. JOHNS, FL 32259; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 3/29/1994; 20 HRS/MONTH DEVOTED; 20 HOURS DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__
CRS (Client Relationship Summary) - RIA
Click below to view Troy Dixon Tummond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 28, 2023 - Present
ONEDIGITAL
Office #1: 135 Durbin Station Court Suite 504, St. Johns, FL 32259RIA
CRD#: 106766
St. Johns, FL
Past
August 23, 2024 - December 3, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
St. Johns, FL
Past
February 17, 2023 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
St. Johns, FL
Past
May 22, 2019 - February 1, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
St Johns, FL
Past
December 10, 2013 - February 1, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
St Johns, FL
Past
November 27, 2013 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
SAINT AUGUSTINE, FL
Past
November 20, 1998 - December 3, 2013
NEW ENGLAND SECURITIES
RIA
CRD#: 615
JACKSONVILLE, FL
Past
November 20, 1998 - December 3, 2013
NEW ENGLAND SECURITIES
BD
CRD#: 615
JACKSONVILLE, FL
Past
February 7, 1994 - December 3, 1998
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
May 14, 1993 - February 17, 1994
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/28/2023)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEDIGITAL
CRD#: 106766St. Johns, FL 32259TRUST BUT VERIFY
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