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

Aaron Michael Buemi

OnedigitalinstitutionalWestminster, Co IA-onlyIAPD 7383907

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Aaron M Buemi

At current firm

2 y

since Jan 10, 2024

In the industry

17 y

since Dec 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 Jan 10, 2024 · Overland Park, Ks
Wealthsource? former
Dec 2, 2022 to Oct 26, 2024 · Westminster, Co
Securities America Advisors, Inc. former
Aug 8, 2022 to Nov 23, 2022 · Windsor, Co
Mutual Of Omaha Investor Services, Inc. independent RIA
Feb 28, 2022 to Aug 10, 2022 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Wealthsource? to Onedigital
left Oct 26, 2024, registered Jan 10, 2024 (-290 days) · Other · moved with a team
Securities America Advisors, Inc. to Wealthsource?
left Nov 23, 2022, registered Dec 2, 2022 (9 days) · Affiliated broker-dealer or bank to independent RIA
Mutual Of Omaha Investor Services, Inc. to Securities America Advisors, Inc.
left Aug 10, 2022, registered Aug 8, 2022 (-2 days) · RIA to affiliated broker-dealer or bank

Signals

Aaron Michael Buemi left Wealthsource? for Onedigital (registered 2024-01-10)
Oct 26, 2024 · Advisor changed firm · fact
Aaron Michael Buemi left Securities America Advisors, Inc. for Wealthsource? (registered 2022-12-02)
Nov 23, 2022 · Advisor changed firm · fact
Aaron Michael Buemi left Mutual Of Omaha Investor Services, Inc. for Securities America Advisors, Inc. (registered 2022-08-08)
Aug 10, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address