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

Samuel Hand Robert

OnedigitalinstitutionalRoanoke, Tx dual registrantIAPD 4845714

Feed of 09/14/2026

Also filed as Samuel H. Robert

At current firm

0 y

since Feb 26, 2026

In the industry

21 y

since Nov 11, 2004 (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 Feb 26, 2026 · Roanoke, Tx
Valmark Advisers, Inc. BD affiliated
Feb 4, 2022 to Mar 17, 2026 · Roanoke, Tx
Newport Group Consulting, LLC institutional
Jan 5, 2018 to Jan 24, 2022 · Dallas, Tx
Newport Group Securities, Inc. former
May 19, 2011 to Dec 22, 2017 · Dallas, Tx
Chase Investment Services Corp. former
Jul 1, 2005 to Jan 3, 2007 · Arlington, Tx
UBS Financial Services Inc. wirehouse
Nov 12, 2004 to Jun 17, 2005 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Valmark Advisers, Inc. to Onedigital
left Mar 17, 2026, registered Feb 26, 2026 (-19 days) · Other
Newport Group Consulting, LLC to Valmark Advisers, Inc.
left Jan 24, 2022, registered Feb 4, 2022 (11 days) · Other
Newport Group Securities, Inc. to Newport Group Consulting, LLC
left Dec 22, 2017, registered Jan 5, 2018 (14 days) · channel change inside one enterprise, not a move · moved with a team
Chase Investment Services Corp. to Newport Group Securities, Inc.
left Jan 3, 2007, registered May 19, 2011 (1597 days) · Other
UBS Financial Services Inc. to Chase Investment Services Corp.
left Jun 17, 2005, registered Jul 1, 2005 (14 days) · Other

Signals

Samuel Hand Robert left Valmark Advisers, Inc. for Onedigital (registered 2026-02-26)
Mar 17, 2026 · Advisor changed firm · fact
Samuel Hand Robert left Newport Group Consulting, Llc for Valmark Advisers, Inc. (registered 2022-02-04)
Jan 24, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address