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RIA / WealthAdvisorCertified Financial Planner26 years in industry

CURT RICHARD MANGOLD

Advisor at ONEDIGITAL

OVERLAND PARK, KS | ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42dbdcf8-3704-1cf8-e818-e8dd013fb827

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 14, 2004 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: 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: Apr 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 4, 2000
First registration: Apr 14, 2004
Dual registered: no
Other names: CURT MANGOLD
IAPD individual key: 4134495

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
Onedigital	Institutional manager	Oct 14, 2025	n/a	yes	ATLANTA, GA\|OVERLAND PARK, KS\|ATLANTA, GA	Current employment
SWMG HOLDINGS, LLC	Former SEC adviser	Jan 21, 2022	May 26, 2026	no	ATLANTA, GA\|CUMMING, GA\|ATLANTA, GA	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Oct 28, 2015	Jan 14, 2022	no	Cumming, GA\|Cumming, GA\|Malden, MA	Previous registration
HARBOR FINANCIAL SERVICES, LLC	Former SEC adviser	Oct 28, 2008	Oct 31, 2015	no	DALLAS, TX\|MOBILE, AL\|CUMMING, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 17, 2004	Nov 30, 2006	no	ALPHARETTA, GA\|ALPHARETTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 14, 2004	Jun 15, 2004	no	CUMMING, GA	Previous registration

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
SWMG HOLDINGS, LLC	Onedigital	May 26, 2026	Oct 14, 2025	-224	Firm change after gap	Other
CANTELLA & CO., INC.	SWMG HOLDINGS, LLC	Jan 14, 2022	Jan 21, 2022	7	Firm change	Ibd to RIA
HARBOR FINANCIAL SERVICES, LLC	CANTELLA & CO., INC.	Oct 31, 2015	Oct 28, 2015	-3	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	HARBOR FINANCIAL SERVICES, LLC	Nov 30, 2006	Oct 28, 2008	698	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Jun 15, 2004	Jun 17, 2004	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
285713:106766:GA:2026-05-26	May 26, 2026	Oct 14, 2025	ATLANTA, GA	Firm change after gap

Relationships

Registered with (6)

→ ONEDIGITALRegistered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ SWMG HOLDINGS, LLCRegistered adviserregistration: previous registration
Jan 21, 2022 to May 26, 2026factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Oct 28, 2015 to Jan 14, 2022factForm ADV
→ HARBOR FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 28, 2008 to Oct 31, 2015factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 17, 2004 to Nov 30, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 14, 2004 to Jun 15, 2004factForm ADV

Dated events

Occurred
May 26, 2026
Advisor changed firm
Curt Richard Mangold left Swmg Holdings, Llc for Onedigital (registered 2025-10-14)
Form ADVobserved 4 days ago
Occurred
Jan 14, 2022
Advisor changed firm
Curt Richard Mangold left Cantella & Co., Inc. for Swmg Holdings, Llc (registered 2022-01-21)
Form ADVobserved 4 days ago