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

Curt Richard Mangold

OnedigitalinstitutionalOverland Park, Ks IA-onlyIAPD 4134495

Certified Financial Planner

Feed of 09/14/2026

Also filed as Curt Mangold

At current firm

0 y

since Oct 14, 2025

In the industry

26 y

since Apr 4, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Oct 14, 2025 · Atlanta, Ga
Swmg Holdings, LLC former
Jan 21, 2022 to May 26, 2026 · Atlanta, Ga
Cantella & Co., Inc. former
Oct 28, 2015 to Jan 14, 2022 · Cumming, Ga
Harbor Financial Services, LLC former
Oct 28, 2008 to Oct 31, 2015 · Dallas, Tx
Citigroup Global Markets Inc. BD affiliated
Jun 17, 2004 to Nov 30, 2006 · Alpharetta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 14, 2004 to Jun 15, 2004 · Cumming, Ga

Moves

a registration end followed by a registration begin elsewhere

Swmg Holdings, LLC to Onedigital
left May 26, 2026, registered Oct 14, 2025 (-224 days) · Other · moved with a team
Cantella & Co., Inc. to Swmg Holdings, LLC
left Jan 14, 2022, registered Jan 21, 2022 (7 days) · Affiliated broker-dealer or bank to independent RIA
Harbor Financial Services, LLC to Cantella & Co., Inc.
left Oct 31, 2015, registered Oct 28, 2015 (-3 days) · Other
Citigroup Global Markets Inc. to Harbor Financial Services, LLC
left Nov 30, 2006, registered Oct 28, 2008 (698 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left Jun 15, 2004, registered Jun 17, 2004 (2 days) · Other

Signals

Curt Richard Mangold left Swmg Holdings, Llc for Onedigital (registered 2025-10-14)
May 26, 2026 · Advisor changed firm · fact
Curt Richard Mangold left Cantella & Co., Inc. for Swmg Holdings, Llc (registered 2022-01-21)
Jan 14, 2022 · 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