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.
Feed of 09/15/2026
Also filed as Vishnu Lekraj
At current firm
4 y
since Apr 12, 2022
In the industry
18 y
since Jul 1, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince Apr 12, 2022 · Chicago, Il
- Carson Group Investing asset managerJul 8, 2021 to Mar 8, 2022 · Omaha, Ne
- Cwm, LLC BD affiliatedOct 29, 2019 to Mar 8, 2022 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Cwm, LLC to Carson Group Investingleft Mar 8, 2022, registered Jul 8, 2021 (-243 days) · Other
- Carson Group Investing to Onedigitalleft Mar 8, 2022, registered Apr 12, 2022 (35 days) · Other
Signals
- Vishnu Tait Lekraj left Carson Group Investing for Onedigital (registered 2022-04-12)Mar 8, 2022 · Advisor changed firm · fact
- Vishnu Tait Lekraj left Cwm, Llc for Carson Group Investing (registered 2021-07-08)Mar 8, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address