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

Kasi Richardson Boyles

OnedigitalinstitutionalBaltimore, Md IA-onlyIAPD 5021073

Feed of 09/15/2026

Also filed as Kasi Beth Richardson

At current firm

0 y

since Apr 6, 2026

In the industry

20 y

since Dec 15, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

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 Apr 6, 2026 · Baltimore, Md
Creative Planning Institutional Advisors, LLC institutional
Jan 25, 2023 to Apr 3, 2026 · Newport Beach, Ca
Osaic Fa, Inc. former
Mar 27, 2018 to Nov 11, 2022 · Ellicott City, Md
Voya Financial Advisors, Inc. BD affiliated
Dec 23, 2010 to Mar 19, 2018 · Raleigh, Nc
Voya Financial Partners, LLC former
Feb 5, 2007 to Dec 31, 2010 · Tampa, Fl
Wells Fargo Advisors wirehouse
Dec 19, 2005 to Dec 11, 2006 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Onedigital
left Apr 3, 2026, registered Apr 6, 2026 (3 days) · Other
Osaic Fa, Inc. to Creative Planning Institutional Advisors, LLC
left Nov 11, 2022, registered Jan 25, 2023 (75 days) · Other
Voya Financial Advisors, Inc. to Osaic Fa, Inc.
left Mar 19, 2018, registered Mar 27, 2018 (8 days) · Other
Voya Financial Partners, LLC to Voya Financial Advisors, Inc.
left Dec 31, 2010, registered Dec 23, 2010 (-8 days) · Other
Wells Fargo Advisors to Voya Financial Partners, LLC
left Dec 11, 2006, registered Feb 5, 2007 (56 days) · Other

Signals

Kasi Richardson Boyles left Creative Planning Institutional Advisors, Llc for Onedigital (registered 2026-04-06)
Apr 3, 2026 · Advisor changed firm · fact
Kasi Richardson Boyles left Osaic Fa, Inc. for Creative Planning Institutional Advisors, Llc (registered 2023-01-25)
Nov 11, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address