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

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RIA / WealthAdvisor11 years in industry

E•••••• R••••••••

Advisor at O•••••••••

SAN ANTONIO, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:bf871b3b-2232-ef3e-fd21-76419fb3fa89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 26, 2024 to Sep 14, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 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: 1

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
O•••••••••	Institutional manager	Jul 30, 2026	n/a	yes	SAN ANTONIO, TX\|OVERLAND PARK, KS	Current employment
C•••••• C••••• G••••• I•••	No RAUM reported	Nov 26, 2024	Jul 16, 2026	no

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
C•••••• C••••• G••••• I•••	O•••••••••	Jul 16, 2026	Jul 30, 2026	14	Firm change	Other

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ C•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
Nov 26, 2024 to Jul 16, 2026factForm ADV

Dated events

Occurred
Jul 16, 2026
Advisor changed firm
E•••••• R•••••••• left C•••••• C••••• G••••• I••• for Onedigital (registered 2026-07-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf871b3b-2232-ef3e-fd21-76419fb3fa89
First observed: Nov 26, 2024
Last observed: Sep 14, 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.