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C•••• E••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

C•••• E••••• B•••••

Advisor at O•••••••••

OVERLAND PARK, KS | Maple Heights, OH

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Search this name across graphsid dfx:ria:2d8a8ce6-3972-4552-2549-90f64f2a8ed0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 20, 2021 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Aug 16, 2026	n/a	yes	Maple Heights, OH\|OVERLAND PARK, KS	Current employment
C••• I••••••••• A••••••• S•••••••• L••	Institutional manager	Oct 20, 2021	Aug 11, 2026	no	CLEVELAND, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• I••••••••• A••••••• S•••••••• L••	O•••••••••	Aug 11, 2026	Aug 16, 2026	5	Firm change	Other

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Aug 16, 2026 to presentfactForm ADV
→ C••• I••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 20, 2021 to Aug 11, 2026factForm ADV

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
C•••• E••••• B••••• left C••• I••••••••• A••••••• S•••••••• L•• for Onedigital (registered 2026-08-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d8a8ce6-3972-4552-2549-90f64f2a8ed0
First observed: Oct 20, 2021
Last observed: Sep 15, 2026 7 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.