DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

MICHELLE Marie DEGREE

Advisor at ON INVESTMENT MANAGEMENT CO

Cincinnati, OH

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:c98560bc-9bd0-fa4d-e9a3-0756cd37aadf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2009 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: ON INVESTMENT MANAGEMENT CO
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Jul 7, 1994
First registration: Mar 6, 2009
Dual registered: yes, broker-dealer
Other names: MICHELLE SNOWBERGER|Michelle Marie Degree|MICHELLE DEGREE|Michelle M Degree|Michelle Marie Yarosz
IAPD individual key: 1578066

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
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	May 27, 2022	n/a	yes	Cincinnati, OH	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Oct 18, 2018	Jan 3, 2022	no	CHAMBERSBURG, PA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jan 4, 2016	May 26, 2017	no	PETERBOROUGH, NH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 6, 2009	Dec 14, 2015	no	KEENE, NH	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
CUSO FINANCIAL SERVICES, L.P.	ON INVESTMENT MANAGEMENT CO	Jan 3, 2022	May 27, 2022	144	Firm change	Ibd to ibd
RBC CAPITAL MARKETS, LLC	CUSO FINANCIAL SERVICES, L.P.	May 26, 2017	Oct 18, 2018	510	Firm change after gap	Ibd to ibd
WELLS FARGO ADVISORS	RBC CAPITAL MARKETS, LLC	Dec 14, 2015	Jan 4, 2016	21	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: current employment
May 27, 2022 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Oct 18, 2018 to Jan 3, 2022factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to May 26, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 6, 2009 to Dec 14, 2015factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
Michelle Marie Degree left Cuso Financial Services, L.P. for On Investment Management Co (registered 2022-05-27)
Form ADVobserved 5 days ago