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M•••••• P•••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• P•••••• B•••

Advisor at O•••••••••

Bend, OR | OVERLAND PARK, KS

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:df94a317-1f49-b91a-fe5e-1e8adc2b8c6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2017 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, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

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 1, 2024	n/a	yes	OVERLAND PARK, KS\|Bend, OR\|Bend, OR	Current employment
A•• W••••• M••••••••• • C••••••••• S•••••••	Former SEC adviser	Jan 14, 2021	Dec 31, 2024	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
A•• W••••• M••••••••• • C••••••••• S•••••••	O•••••••••	Dec 31, 2024	Jul 1, 2024	-183	Firm change after gap	Other
V•••••••• V•••••••• L••	A•• W••••• M••••••••• • C••••••••• S•••••••	Dec 31, 2020

Team moves

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

Team	Left	Joined	From	Kind
108138:106766:OR:2024-12-31	Dec 31, 2024	Jul 1, 2024	BEND, OR	Firm change after gap
135060:108138:OR:2020-12-31	Dec 31, 2020	Jan 14, 2021	BEND, OR	Firm change

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ A•• W••••• M••••••••• • C••••••••• S•••••••Registered adviserregistration: previous registration
Jan 14, 2021 to Dec 31, 2024factForm ADV
→ V•••••••• V•••••••• L••Registered adviserregistration: previous registration
Jun 30, 2017 to Dec 31, 2020factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
M•••••• P•••••• B••• left A•• W••••• M••••••••• • C••••••••• S••••••• for Onedigital (registered 2024-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df94a317-1f49-b91a-fe5e-1e8adc2b8c6b
First observed: Jun 30, 2017
Last observed: Sep 14, 2026 8 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.