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RIA / WealthAdvisorCertified Financial Planner30 years in industry

MARK JEFFREY BINDER

Advisor at ONE CAPITAL MANAGEMENT, LLC

Alpharetta, GA | WESTLAKE VILLAGE, CA

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Search this name across graphsid dfx:ria:d7ebe4b8-87e1-f38f-b454-2d4bc13c755d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 2, 2003 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: ONE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 15, 1996
First registration: May 2, 2003
Dual registered: no
IAPD individual key: 2668406

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
ONE CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 9, 2026	n/a	yes	WESTLAKE VILLAGE, CA\|Alpharetta, GA	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 12, 2013	Jan 2, 2026	no	ATLANTA, GA\|alpharetta, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 30, 2013	Jul 1, 2013	no	ARLINGTON, VA	Previous registration
CGN ADVISORS, LLC	Independent wealth	Jan 6, 2012	May 22, 2013	no	CUMMING, GA\|MANHATTAN, KS	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 2, 2003	Jun 15, 2011	no	ATLANTA, GA	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
ADVICE AND PLANNING SERVICES	ONE CAPITAL MANAGEMENT, LLC	Jan 2, 2026	Feb 9, 2026	38	Firm change	Ibd to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	ADVICE AND PLANNING SERVICES	Jul 1, 2013	Jul 12, 2013	11	Firm change	Other
CGN ADVISORS, LLC	E*TRADE CAPITAL MANAGEMENT, LLC	May 22, 2013	May 30, 2013	8	Firm change	Other
STRATEGIC ADVISERS LLC	CGN ADVISORS, LLC	Jun 15, 2011	Jan 6, 2012	205	Firm change	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
20472:114861:GA:2025-12-23	Jan 2, 2026	Feb 9, 2026	ALPHARETTA, GA	Firm change

Relationships

Registered with (5)

→ ONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 12, 2013 to Jan 2, 2026factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 30, 2013 to Jul 1, 2013factForm ADV
→ CGN ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to May 22, 2013factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 2, 2003 to Jun 15, 2011factForm ADV

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
Mark Jeffrey Binder left Advice And Planning Services for One Capital Management, Llc (registered 2026-02-09)
Form ADVobserved 5 days ago