DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

R•••••• V••••• G••••••

Advisor at O•••••••••

••• Locked

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Search this name across graphsid dfx:ria:acebbe03-60e9-7535-5a87-fce686128a32

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 16, 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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Aug 10, 2026	n/a	yes	Plymouth, MN\|Minnetonka, MN\|OVERLAND PARK, KS	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 7, 2024	Aug 19, 2026	no	SAINT PAUL, MN\|WAYZATA, MN\|WAYZATA, MN\|SAINT PAUL, MN\|WAYZATA, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	O•••••••••	Aug 19, 2026	Aug 10, 2026	-9	Firm change	Other
A••••• F•••••••• P•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Apr 15, 2024	May 7, 2024

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 7, 2024 to Aug 19, 2026factForm ADV
→ A••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2024 to Apr 15, 2024factForm ADV

Dated events

Occurred
Aug 19, 2026
Advisor changed firm
R•••••• V••••• G•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for Onedigital (registered 2026-08-10)
Form ADVobserved 7 days ago
Occurred
Apr 15, 2024
Advisor changed firm
R•••••• V••••• G•••••• left A••••• F•••••••• P•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-05-07)
Form ADVobserved 7 days ago
Occurred
Jan 19, 2024
Advisor changed firm
R•••••• V••••• G•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••• F•••••••• P•••••••• I••• (registered 2024-01-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acebbe03-60e9-7535-5a87-fce686128a32
First observed: Dec 16, 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.