This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ONEDIGITAL

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 18, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Oct 18, 1994

First registration

Jan 19, 1996

Dual registered

no

Other names

JAMES O SIMS|JAMES SIMS|JIM SIMS

IAPD individual key

2529265

• Occurred

  May 26, 2026
  Advisor changed firm

  James Orren Sims left Swmg Holdings, Llc for Onedigital (registered 2025-10-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06d84ad0-8307-2151-2908-3ffd5656be3b

First observed

Jan 19, 1996

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.