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

ONE ADVISORY PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Mar 13, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Mar 13, 2002

First registration

Jan 10, 2005

Dual registered

no

IAPD individual key

4503339

• Occurred

  Jan 16, 2025
  Advisor departed, no destination yet

  Daniel J Miller no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:507d5a47-b774-3f46-574e-d99f1d2d5055

First observed

Jan 10, 2005

Last observed

Sep 14, 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.