DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Geoffrey Harden Sebold
Feed of 09/14/2026
Also filed as Geoffrey Sebold
At current firm
1 y
since Nov 5, 2024
In the industry
32 y
since Aug 15, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 5, 2024 · Thousand Oaks, Ca
- Onedigital institutionalDec 3, 2018 to Jan 16, 2025 · Westlake Village, Ca
- Independent Financial Partners BD affiliatedFeb 25, 2015 to Dec 31, 2018 · Westlake Village, Ca
- Independent Financial Partners BD affiliatedJun 20, 2012 to Feb 22, 2013 · West Lake Village, Ca
- Independent Financial Group, LLC BD affiliatedJul 17, 2007 to Jul 15, 2011 · Westlake Village, Ca
- Wealthharbor Capital Group, LLC mixed wealthOct 20, 2006 to Oct 9, 2007 · Thousand Oaks, Ca
Moves
a registration end followed by a registration begin elsewhere
- Onedigital to Osaic Wealth, Inc.left Jan 16, 2025, registered Nov 5, 2024 (-72 days) · Other
- Independent Financial Partners to Onedigitalleft Dec 31, 2018, registered Dec 3, 2018 (-28 days) · Other · moved with a team
- Independent Financial Group, LLC to Independent Financial Partnersleft Jul 15, 2011, registered Jun 20, 2012 (341 days) · Other
- Wealthharbor Capital Group, LLC to Independent Financial Group, LLCleft Oct 9, 2007, registered Jul 17, 2007 (-84 days) · Other
Signals
- Geoffrey Harden Sebold left Onedigital for Osaic Wealth, Inc. (registered 2024-11-05)Jan 16, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address