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R•••••• J••••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

R•••••• J••••• G•••••

Advisor at U••••• C•••••• F•••••••• A•••••••

LEAWOOD, KS

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Search this name across graphsid dfx:ria:629cdd55-5d38-1022-680c-dae93c418096

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 1, 1995 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: U••••• C•••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Dec 19, 2025	n/a	yes	LEAWOOD, KS	Current employment
O•••••••••	Institutional manager	Nov 20, 2015	Jan 7, 2026	no	Overland Park, KS\|OVERLAND PARK, KS\|Leawood, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	U••••• C•••••• F•••••••• A•••••••	Jan 7, 2026	Dec 19, 2025	-19	Firm change	Other
V• W••••• A••••••• L••	O•••••••••	Jan 3, 2017	Nov 20, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
106766:134600:KS:2026-01-07	Jan 7, 2026	Dec 19, 2025	LEAWOOD, KS	Firm change
153278:106766:KS:2017-01-03	Jan 3, 2017	Nov 20, 2015	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (5)

→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: current employment
Dec 19, 2025 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Nov 20, 2015 to Jan 7, 2026factForm ADV
→ V• W••••• A••••••• L••Registered adviserregistration: previous registration
May 26, 2010 to Jan 3, 2017factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jan 7, 2026
Advisor changed firm
R•••••• J••••• G••••• left Onedigital for U••••• C•••••• F•••••••• A••••••• (registered 2025-12-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:629cdd55-5d38-1022-680c-dae93c418096
First observed: Nov 1, 1995
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.