DM
David T. Morehead
ONEDIGITAL
Bend, OR
Some features on this profile are disabled
CRD#: 5381710
DM
Professional summary
David Tyler Morehead, who also goes by David Morehead, is a registered financial advisor currently at ONEDIGITAL located in Bend, Oregon and OSAIC WEALTH, INC. located in San Diego, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. David has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Morehead
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) DT Morehead, Inc; investment related; 3111 NW Tharp Ave, Bend, OR 97703; personal corporation for business management; president; 1/2010; 2 hrs/month; 1 hr during trading; corporation is used to manage my consulting business __|__ 2) Digital Insurance; investment related; 6165 Greenwich Drive, Suite 340, San Diego, CA 92122; sales and service of non-variable insurance products; agent ; 7/2007 ; 4 hrs/month ; 1 hr during trading ; sales and service of non-variable insurance products __|__ 3) OneDigital; not investment related; 200 Galleria Pkwy SE, Ste 1950, Atlanta, GA 30339; employee benefits; vice president; 2/1/2020; 160 hrs/month; 6.5 hrs during trading; sales and service of retirement plan and wealth management clients __|__ 4) OneDigital Branded Assets; investment related; 11101 Switzer Rd., Suite 200 Overland Park, KS 66210 ; OneDigital branded investments; vice president; 2/1/2020; 1 hr/month; 1 hr during trading; branded assets for wealth management and retirement plans __|__ 5) David Morehead; Not investment related; 3111 NW Tharp Ave, Bend, OR 997703; ; Independent contractor; 05/25/2023; 4 hrs/month devoted; 2 hours during securities trading hours; Speaking engagements, surveys and interviews with market research firms. __|__
CRS (Client Relationship Summary) - RIA
Click below to view David Tyler Morehead'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
December 3, 2018 - Present
ONEDIGITAL
RIA
CRD#: 106766
Bend, OR
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 6165 Greenwich Drive Suite 340, San Diego, CA 92122RIA
BD
CRD#: 23131
San Diego, CA
Past
January 2, 2019 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
San Diego, CA
Past
April 21, 2014 - December 31, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
November 30, 2010 - December 31, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
November 24, 2010 - December 31, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
SANDIEGO, CA
Past
September 4, 2008 - December 1, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
SAN DIEGO, CA
Past
January 25, 2008 - October 22, 2008
NRP FINANCIAL, INC.
RIA
CRD#: 103717
SAN DIEGO, CA
Past
January 25, 2008 - November 30, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
SAN DIEGO, CA
Past
November 1, 2007 - January 9, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
LA JOLLA, CA
Past
August 16, 2007 - January 9, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LA JOLLA, CA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
IAR
California(12/3/2018)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Delaware(8/23/2024)
RR
Michigan(8/23/2024)
RR
Nevada(8/23/2024)
RR
Oregon(8/23/2024)
RR
South Dakota(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
Registered Investment Advisory firm - (1/22/1992 Approved)Upgrade to AdvisorCheck Premium
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
