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RIA / WealthAdvisor20 years in industry

KASI RICHARDSON BOYLES

Advisor at ONEDIGITAL

BALTIMORE, MD | ELLICOTT CITY, MD | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:83f8beb6-251a-c819-751f-598b3d4e33b8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2005 to Sep 15, 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: Dec 15, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Dec 15, 2005
First registration: Dec 19, 2005
Dual registered: no
Other names: KASI BETH RICHARDSON
IAPD individual key: 5021073

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	Apr 6, 2026	n/a	yes	BALTIMORE, MD\|OVERLAND PARK, KS\|ELLICOTT CITY, MD	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Jan 25, 2023	Apr 3, 2026	no	NEWPORT BEACH, CA\|Fulton, MD	Previous registration
OSAIC FA, INC.	Former SEC adviser	Mar 27, 2018	Nov 11, 2022	no	ELLICOTT CITY, MD\|FORT WAYNE, IN	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 23, 2010	Mar 19, 2018	no	RALEIGH, NC\|FAIRFAX, VA\|WINDSOR, CT\|TAMPA, FL\|HOUSTON, TX\|NASHVILLE, TN\|Redlands, CA\|FAIRFAX, VA\|FAIRFAX, VA\|ELLICOTT CITY, MD\|REDLANDS, CA\|RALEIGH, NC	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Feb 5, 2007	Dec 31, 2010	no	TAMPA, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 19, 2005	Dec 11, 2006	no	TAMPA, FL\|TAMPA, FL	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
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Onedigital	Apr 3, 2026	Apr 6, 2026	3	Firm change	Other
OSAIC FA, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Nov 11, 2022	Jan 25, 2023	75	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	OSAIC FA, INC.	Mar 19, 2018	Mar 27, 2018	8	Firm change	Other
VOYA FINANCIAL PARTNERS, LLC	VOYA FINANCIAL ADVISORS, INC.	Dec 31, 2010	Dec 23, 2010	-8	Firm change	Other
WELLS FARGO ADVISORS	VOYA FINANCIAL PARTNERS, LLC	Dec 11, 2006	Feb 5, 2007	56	Firm change	Other

Relationships

Registered with (6)

→ ONEDIGITALRegistered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 25, 2023 to Apr 3, 2026factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 27, 2018 to Nov 11, 2022factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 23, 2010 to Mar 19, 2018factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 5, 2007 to Dec 31, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 19, 2005 to Dec 11, 2006factForm ADV

Dated events

Occurred
Apr 3, 2026
Advisor changed firm
Kasi Richardson Boyles left Creative Planning Institutional Advisors, Llc for Onedigital (registered 2026-04-06)
Form ADVobserved 5 days ago
Occurred
Nov 11, 2022
Advisor changed firm
Kasi Richardson Boyles left Osaic Fa, Inc. for Creative Planning Institutional Advisors, Llc (registered 2023-01-25)
Form ADVobserved 5 days ago