FB
Franklin S. Brizendine, Iii
ONEDIGITAL
APEX, NC 27502
Some features on this profile are disabled
CRD#: 5852673
FB
Professional summary
Franklin Shearwood Brizendine, Iii, who also goes by Tripp Brizendine, is a registered financial advisor currently at ONEDIGITAL located in Apex, North Carolina and OSAIC WEALTH, INC. located in Apex, North Carolina.
Franklin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Franklin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tripp Brizendine
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. FIXED AND VARIABLE INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE, SUITE 100, APEX, NC 27502; SALES AND SERVICE OF BOTH VARIABLE AND NON-VARIABLE INSURANCE PRODUCTS; AGENT; 08/03/2010; 160 HRS/MONTH; 160 HR DURING TRADING; SALES AND SERVICE OF INSURANCE PRODUCTS __|__ 2. SAA; INVESTMENT RELATED; 2021 SHEPHERDS VINEYARD DR STE 100 APEX, NC 27502; FINANCIAL PLANNER; SHELL COMPANY; 01/03/2022; 0 HR/MONTH; 0 HR DURING TRADING; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ 3. HAGER FINANCIAL GROUP; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE, SUITE 100, APEX, NC 27502; FINANCIAL PLANNER; SHELL COMPANY; 1/15/2023; 0 HR/MONTH; 0 DURING TRADING; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ 4. ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE SUITE 100, APEX, NC 27502; IAR; 4/1/2025; 160 HRS/MONTH; 160 HOURS DURING TRADING; INVESTMENT ADVISORY BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view Franklin Shearwood Brizendine, Iii'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
April 7, 2025 - Present
ONEDIGITAL
Office #1: 2021 Shepards Vineyard Drive Suite 100, Apex, NC 27502RIA
CRD#: 106766
APEX, NC
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2021 Shepherds Vineyard Dr Ste 100, Apex, NC 27502RIA
BD
CRD#: 23131
Apex, NC
Past
June 14, 2024 - April 1, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SCOTTSDALE, AZ
Past
January 5, 2023 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
Apex, NC
Past
January 5, 2023 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Apex, NC
Past
April 9, 2013 - January 11, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Raleigh, NC
Past
April 9, 2013 - January 11, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Raleigh, NC
Past
February 22, 2011 - December 18, 2012
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
RALEIGH, NC
Past
February 22, 2011 - December 18, 2012
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
RALEIGH, NC
Past
January 7, 2011 - February 24, 2011
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
CARY, NC
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
California(6/14/2024)
RR
Colorado(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
IAR
North Carolina(4/7/2025)
RR
South Carolina(6/14/2024)
RR
Virginia(6/14/2024)
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
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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.
Company Information
ONEDIGITAL
CRD#: 106766Apex, NC 27502TRUST BUT VERIFY
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