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R••••• A•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

R••••• A•••••• S••••••

Advisor at O•••••••••

OVERLAND PARK, KS | ST. LOUIS, MO | CLAYTON, MO

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Search this name across graphsid dfx:ria:30411a90-854c-6c5d-68f5-90233c204b4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 27, 2015 to Sep 14, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jun 22, 2026	n/a	yes	ST. LOUIS, MO\|CLAYTON, MO\|OVERLAND PARK, KS	Current employment
M••••• G•••• I••••••••• A•••••••• L••	Independent wealth	Aug 1, 2023	Jun 22, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G•••• I••••••••• A•••••••• L••	O•••••••••	Jun 22, 2026	Jun 22, 2026	0	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• G•••• I••••••••• A•••••••• L••	Jul 25, 2023

Relationships

Registered with (4)

→ O•••••••••Registered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ M••••• G•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 1, 2023 to Jun 22, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 19, 2017 to Jul 25, 2023factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
R••••• A•••••• S•••••• left M••••• G•••• I••••••••• A•••••••• L•• for Onedigital (registered 2026-06-22)
Form ADVobserved 6 days ago
Occurred
Jul 25, 2023
Advisor changed firm
R••••• A•••••• S•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• G•••• I••••••••• A•••••••• L•• (registered 2023-08-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30411a90-854c-6c5d-68f5-90233c204b4e
First observed: Oct 27, 2015
Last observed: Sep 14, 2026 8 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.