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

William Stephen Fazekas

OnedigitalinstitutionalMedina, Oh IA-onlyIAPD 3224162

Certified Financial Planner

Feed of 09/15/2026

Also filed as Bill Fazekas

At current firm

1 y

since Aug 22, 2025

In the industry

26 y

since Sep 29, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Onedigital institutional current
since Aug 22, 2025 · Overland Park, Ks
Mcdonald Partners LLC independent RIA
Nov 10, 2020 to Aug 15, 2025 · Cleveland, Oh
Kestra Advisory Services, LLC BD affiliated
Feb 2, 2017 to Oct 30, 2020 · Cleveland, Oh
Independent Financial Group, LLC BD affiliated
Nov 5, 2015 to Jan 20, 2017 · San Diego, Ca
Charles Schwab & Co., Inc. national BD
Apr 3, 2008 to Feb 8, 2012 · Richfield, Oh
Charles Schwab & Co., Inc. national BD
Apr 7, 2005 to Jul 10, 2007 · Richfield, Oh
Td Ameritrade, Inc. former
Jul 31, 2003 to Mar 26, 2004 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

Mcdonald Partners LLC to Onedigital
left Aug 15, 2025, registered Aug 22, 2025 (7 days) · Other
Kestra Advisory Services, LLC to Mcdonald Partners LLC
left Oct 30, 2020, registered Nov 10, 2020 (11 days) · Affiliated broker-dealer or bank to independent RIA
Independent Financial Group, LLC to Kestra Advisory Services, LLC
left Jan 20, 2017, registered Feb 2, 2017 (13 days) · Other
Charles Schwab & Co., Inc. to Independent Financial Group, LLC
left Feb 8, 2012, registered Nov 5, 2015 (1366 days) · Other
Td Ameritrade, Inc. to Charles Schwab & Co., Inc.
left Mar 26, 2004, registered Apr 7, 2005 (377 days) · Other

Signals

William Stephen Fazekas left Mcdonald Partners Llc for Onedigital (registered 2025-08-22)
Aug 15, 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: Institutional managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address