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

USI ADVISORS

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

Jul 23, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jul 23, 2002

First registration

Jul 1, 2010

Dual registered

yes, broker-dealer

Other names

DANIEL R CASELLA

IAPD individual key

3092169

• Occurred

  Aug 2, 2022
  Advisor changed firm

  Daniel Robert Casella left Onedigital for Usi Advisors (registered 2024-02-16)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:70eec1b3-acdf-bf7f-2c93-f802e4e79501

First observed

Jul 1, 2010

Last observed

Sep 15, 2026 4 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.