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

Lindsey Elizabeth Neal

OnedigitalinstitutionalOverland Park, Ks IA-onlyIAPD 7484528

Feed of 09/14/2026

Also filed as Lindsey Elizabeth Szczybor

At current firm

0 y

since Aug 24, 2026

In the industry

10 y

since Jun 1, 2016 (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 Aug 24, 2026 · Stewartstown, Pa
T. Rowe Price Advisory Services, Inc. BD affiliated
Mar 24, 2025 to Aug 25, 2026 · Owings Mills, Md
Charles Schwab & Co., Inc. national BD
Nov 13, 2024 to Mar 8, 2025 · Towson, Md
T. Rowe Price Advisory Services, Inc. BD affiliated
Aug 2, 2022 to Nov 12, 2024 · Owings Mills, Md

Moves

a registration end followed by a registration begin elsewhere

T. Rowe Price Advisory Services, Inc. to Onedigital
left Aug 25, 2026, registered Aug 24, 2026 (-1 days) · Other
Charles Schwab & Co., Inc. to T. Rowe Price Advisory Services, Inc.
left Mar 8, 2025, registered Mar 24, 2025 (16 days) · Affiliated broker-dealer or bank to another
T. Rowe Price Advisory Services, Inc. to Charles Schwab & Co., Inc.
left Nov 12, 2024, registered Nov 13, 2024 (1 days) · Affiliated broker-dealer or bank to another

Signals

Lindsey Elizabeth Neal left T. Rowe Price Advisory Services, Inc. for Onedigital (registered 2026-08-24)
Aug 25, 2026 · Advisor changed firm · fact
Lindsey Elizabeth Neal left Charles Schwab & Co., Inc. for T. Rowe Price Advisory Services, Inc. (registered 2025-03-24)
Mar 8, 2025 · Advisor changed firm · fact
Lindsey Elizabeth Neal left T. Rowe Price Advisory Services, Inc. for Charles Schwab & Co., Inc. (registered 2024-11-13)
Nov 12, 2024 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address