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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

ONE SOURCE HEALTH & WEALTH MANAGEMENT

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC, CRD 194511

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9acb1fe-fe2e-69c4-293c-cced046bb6b4

Data as of Jan 15, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Apr 30, 2015 to Jan 15, 2016
11 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2016-01-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Accounts: 0
SEC number: 801-96257
CRD: 194511
Filings on the tape: 11
First filed: Apr 30, 2015
Latest filed: Jan 15, 2016
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENEFIT & RISK MANAGEMENT SERVICES, INC.	MEMBER/INVESTOR	A	yes	08/2015	Jan 4, 2016	Jan 15, 2016
FRAZIER, CHADRICK, LAVERNE	MANAGING MEMBER AND FOUNDER	C	yes	03/2015	Jun 2, 2015	Jan 15, 2016
SCHAFER, MATTHEW, ALLEN	Owner	E	yes	08/2015	Jan 4, 2016	Jan 15, 2016
STORNETTA, ANTHONY, PAUL	MEMBER AND PRESIDENT OF INSURANCE SERVICES	B	yes	08/2015	Jan 4, 2016	Jan 15, 2016
TAYLOR, PHILIP, SARGENT	MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER	C	yes	12/2015	Dec 22, 2015	Jan 15, 2016

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Folsom	CA	United States	n/a	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ONESOURCE WEALTH MANAGEMENT	2	Dec 31, 2022	Jan 2, 2025	GRANITE BAY, CA	Team lift out	Other	100.0%

Relationships

Controls (5)

← TAYLOR, PHILIP, SARGENTOwnerMEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 22, 2015 to presentfactForm ADV
← FRAZIER, CHADRICK, LAVERNEOwnerMANAGING MEMBER AND FOUNDER, ownership code C, individual
Jun 2, 2015 to presentfactForm ADV
← STORNETTA, ANTHONY, PAULOwnerMEMBER AND PRESIDENT OF INSURANCE SERVICES, ownership code B, individual
Jan 4, 2016 to presentfactForm ADV
← SCHAFER, MATTHEW, ALLENOwnerOWNER, ownership code E, individual
Jan 4, 2016 to presentfactForm ADV
← BENEFIT & RISK MANAGEMENT SERVICES, INC.OwnerMEMBER/INVESTOR, ownership code A, domestic entity
Jan 4, 2016 to presentfactForm ADV

Moved with (1)

→ ONESOURCE WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Jan 2, 2025factForm ADV

Registered with (4)

← JOHN VINCENT SCAMBRAYAdvisorregistration: previous registration
Apr 3, 2020 to Dec 31, 2022factForm ADV
← Douglas EmitteAdvisorregistration: previous registration
Sep 28, 2017 to Dec 31, 2022factForm ADV
← PHILIP SARGENT TAYLORAdvisorregistration: previous registration
Dec 17, 2015 to Aug 21, 2017factForm ADV
← Anthony CarusoAdvisorregistration: previous registration
Feb 22, 2017 to Jul 10, 2017factForm ADV

Dated events

Occurred
Dec 31, 2022
Team lift-out
2 advisors left One Source Health & Wealth Management (Granite Bay, CA) for Onesource Wealth Management on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2022
Advisor changed firm
Douglas Emitte left One Source Health & Wealth Management for Onesource Wealth Management (registered 2022-06-24)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
John Vincent Scambray left One Source Health & Wealth Management for Onesource Wealth Management (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2015
First Form ADV filing
One Source Health & Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9acb1fe-fe2e-69c4-293c-cced046bb6b4
First observed: Apr 30, 2015
Last observed: Jan 15, 2016 130 months ago
Source families: Federal regulator filings
3 registered feeds 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.

ONE SOURCE HEALTH & WEALTH MANAGEMENT

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC, CRD 194511

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9acb1fe-fe2e-69c4-293c-cced046bb6b4

Data as of Jan 15, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENEFIT & RISK MANAGEMENT SERVICES, INC.

MEMBER/INVESTOR

yes

08/2015

Jan 4, 2016

Jan 15, 2016

FRAZIER, CHADRICK, LAVERNE

MANAGING MEMBER AND FOUNDER

yes

03/2015

Jun 2, 2015

Jan 15, 2016

SCHAFER, MATTHEW, ALLEN

Owner

yes

08/2015

Jan 4, 2016

Jan 15, 2016

STORNETTA, ANTHONY, PAUL

MEMBER AND PRESIDENT OF INSURANCE SERVICES

yes

08/2015

Jan 4, 2016

Jan 15, 2016

TAYLOR, PHILIP, SARGENT

MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

12/2015

Dec 22, 2015

Jan 15, 2016

City

State

Country

Employees

Also broker-dealer

Folsom

United States

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ONESOURCE WEALTH MANAGEMENT

Dec 31, 2022

Jan 2, 2025

GRANITE BAY, CA

Team lift out

Other

100.0%