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Reading the graph
Advisor at ONEDIGITAL
Portland, OR | OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Onedigital | Institutional manager | Nov 19, 2025 | n/a | yes | Portland, OR|OVERLAND PARK, KS | Current employment |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | Former SEC adviser | Sep 19, 2006 | Dec 31, 2024 | no | Lake Oswego, OR|BEND, OR | Previous registration |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Mar 5, 2001 | Aug 21, 2006 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES | Onedigital | Dec 31, 2024 | Nov 19, 2025 | 323 | Firm change | Other |
| STANCORP INVESTMENT ADVISERS, INC. | ASI WEALTH MANAGEMENT & CONSULTING SERVICES | Aug 21, 2006 | Sep 19, 2006 | 29 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108138:106766:OR:2024-12-31 | Dec 31, 2024 | Nov 19, 2025 | BEND, OR | Firm change |