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RIA / WealthAdvisor24 years in industry

SCOTT JOSEPH SMITH

Advisor at ONEDIGITAL

MEDINA , OH | OLMSTED TOWNSHIP, OH | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:97bade25-14f6-20c4-8014-b60fc0d9cef9

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 2
On other graphs: 0
Observed: Sep 11, 2018 to Sep 16, 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 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Dec 20, 2001
First registration: Sep 11, 2018
Dual registered: no
Other names: SCOTT J SMITH
IAPD individual key: 4453476

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	Sep 15, 2026	n/a	yes	MEDINA , OH\|OLMSTED TOWNSHIP, OH\|OVERLAND PARK, KS	Current employment
GALLAGHER FIDUCIARY ADVISORS, LLC	Institutional manager	Apr 23, 2022	Sep 11, 2026	no	Cleveland, OH\|Cleveland, OH	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jul 1, 2019	Apr 5, 2022	no	Cleveland, OH\|AUSTIN, TX	Previous registration
USI ADVISORS	Institutional manager	Sep 11, 2018	Jun 6, 2019	no	Cleveland, OH\|GLASTONBURY, CT	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
GALLAGHER FIDUCIARY ADVISORS, LLC	Onedigital	Sep 11, 2026	Sep 15, 2026	4	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	GALLAGHER FIDUCIARY ADVISORS, LLC	Apr 5, 2022	Apr 23, 2022	18	Firm change	Other
USI ADVISORS	KESTRA ADVISORY SERVICES, LLC	Jun 6, 2019	Jul 1, 2019	25	Firm change	Other

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 11, 2026
Advisor changed firm
Scott Joseph Smith left Gallagher Fiduciary Advisors, LLC for Onedigital (registered 2026-09-15)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Scott Joseph Smith registered as an investment adviser representative at Onedigital