DFX Intelligence

V•• G•••••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

V•• G•••••• S•••••••••

Advisor at O•••••••••

OVERLAND PARK, KS | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:87483bb8-585b-c80d-13de-2a4020f43294

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 22, 2022 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Sep 8, 2026	n/a	yes	OVERLAND PARK, KS\|SAN DIEGO, CA\|SAN DIEGO, CA	Current employment
T••• P•••• W••••• A•••••••	Independent wealth	Jan 20, 2026	Jun 30, 2026	no	San Diego, CA\|SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• P•••• W••••• A•••••••	O•••••••••	Jun 30, 2026	Sep 8, 2026	70	Firm change	Other
M•• I•••••••• S•••••••• L••	T••• P•••• W••••• A•••••••	Dec 31, 2025	Jan 20, 2026

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ T••• P•••• W••••• A•••••••Registered adviserregistration: previous registration
Jan 20, 2026 to Jun 30, 2026factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2022 to Dec 31, 2025factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
V•• G•••••• S••••••••• left T••• P•••• W••••• A••••••• for Onedigital (registered 2026-09-08)
Form ADVobserved 7 days ago
Occurred
Dec 31, 2025
Advisor changed firm
V•• G•••••• S••••••••• left M•• I•••••••• S•••••••• L•• for T••• P•••• W••••• A••••••• (registered 2026-01-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87483bb8-585b-c80d-13de-2a4020f43294
First observed: Apr 22, 2022
Last observed: Sep 15, 2026 7 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.