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.
Advisor moves
Departures from Onedigital
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Carmen Christine Roy | Onedigital institutional | Commonwealth Financial Network national BD | Other | Aug 5, 2026 | Sep 4, 2026 |
| Keri Ellen Knight Spanier | Onedigital institutional | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Jul 2, 2026 | Jul 3, 2026 |
| Kevin Conlon Wallace | Onedigital institutional | Mma Securities LLC no RAUM | Other | Apr 6, 2026 | May 8, 2026 (32 d) |
| Jolene R Potts | Onedigital institutional | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Other | Mar 30, 2026 | Mar 25, 2026 |
| Matthew James Barbera | Onedigital institutional | Uhlmann Investment Management, L.L.C. independent RIA | Other | Mar 9, 2026 | Mar 17, 2026 |
| John Russell Moody | Onedigital institutional | Frugal Financial Retirement Plan Services, LLC institutional | Other | Feb 3, 2026 | Mar 6, 2026 (31 d) |
| Donica D Masterson - Ruano | Onedigital institutional | Rfg Advisory, LLC independent RIA | Other | Jan 16, 2026 | Jul 20, 2026 (185 d) |
| Richard Joseph Groebl | Onedigital institutional | United Capital Financial Advisors independent RIA | Other | Jan 7, 2026 | Dec 19, 2025 |
| Timothy Alan Groebl | Onedigital institutional | United Capital Financial Advisors independent RIA | Other | Jan 7, 2026 | Dec 19, 2025 |
| Dominic Depaul Trupiano | Onedigital institutional | Cbiz Investment Advisory Services, LLC institutional | Other | Jan 7, 2026 | Mar 9, 2026 (61 d) |
| Joel Patrick Shomaker | Onedigital institutional | Kestra Advisory Services, LLC BD affiliated | Other | Dec 4, 2025 | Dec 2, 2025 |
| Richard Francis Klenk | Onedigital institutional | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Dec 1, 2025 | Feb 2, 2026 (63 d) |
| Nicholas Wayne Kroeger | Onedigital institutional | Cbiz Investment Advisory Services, LLC institutional | Other | Nov 4, 2025 | Dec 8, 2025 (34 d) |
| Sean Allen Orick | Onedigital institutional | Strategic Wealth Partners, Ltd. independent RIA | Other | Oct 8, 2025 | Jul 2, 2025 |
| Javier Enrique Cordero Conde | Onedigital institutional | Strategic Wealth Partners, Ltd. independent RIA | Other | Oct 8, 2025 | Aug 13, 2025 |
| Jordan Joseph Layer | Onedigital institutional | Vestgen Advisors, LLC independent RIA | Other | Oct 8, 2025 | Aug 25, 2025 |
| Robert Thomas Bockel | Onedigital institutional | Osaic Advisory Services, LLC BD affiliated | Other | Oct 8, 2025 | Aug 29, 2025 |
| James Kim | Onedigital institutional | Vestgen Advisors, LLC independent RIA | Other | Oct 8, 2025 | Aug 25, 2025 |
| David Matthew Frings | Onedigital institutional | Ameritas Advisory Services, LLC BD affiliated | Other | Oct 8, 2025 | Nov 18, 2025 (41 d) |
| Robert Charles Greulich | Onedigital institutional | Vestgen Advisors, LLC independent RIA | Other | Oct 8, 2025 | Aug 22, 2025 |
| Francisco G Texidorfigueroa | Onedigital institutional | Strategic Wealth Partners, Ltd. independent RIA | Other | Oct 8, 2025 | Aug 13, 2025 |
| Sheena Valene Fisher | Onedigital institutional | Gallagher Fiduciary Advisors, LLC institutional | Other | Sep 5, 2025 | Aug 28, 2025 |
| Justin Jarrot Newhard | Onedigital institutional | World Investment Advisors, LLC other | Other | Aug 6, 2025 | Aug 13, 2025 |
| Robert Daniel Culberson | Onedigital institutional | Verdara Ppp LLC no RAUM | Other | Jul 24, 2025 | Jan 28, 2026 (188 d) |
| James Mcrae Izett | Onedigital institutional | Izett & Associates, LLC state registered | Other | Jul 3, 2025 | Oct 21, 2025 (110 d) |
| Ruth Rivera | Onedigital institutional | Crescendo Wealth Group LLC state registered | Other | Jun 23, 2025 | Dec 15, 2025 (175 d) |
| Kevin Michael Major | Onedigital institutional | Captrust institutional | Other | May 30, 2025 | Jun 9, 2025 |
| Zachary Scott Leedom | Onedigital institutional | Wealthplan Investment Management LLC independent RIA | Other | May 30, 2025 | May 1, 2025 |
| Andrew Mason Dintaman | Onedigital institutional | Wealthplan Investment Management LLC independent RIA | Other | May 30, 2025 | May 1, 2025 |
| Samuel Mcdermott | Onedigital institutional | Empower Advisory Group, LLC BD affiliated | Other | May 29, 2025 | Aug 25, 2025 (88 d) |
| Jonathan Joseph Bebe | Onedigital institutional | Accelerate Retirement independent RIA | Other | Apr 8, 2025 | Apr 8, 2025 |
| Makayla Bowman | Onedigital institutional | Fisher Investments independent RIA | Other | Mar 17, 2025 | Jun 13, 2025 (88 d) |
| Bradley Jay Barinsky | Onedigital institutional | Cahill Financial Advisors, Inc. independent RIA | Other | Feb 17, 2025 | Dec 19, 2024 |
| Henry Newbold Ellis | Onedigital institutional | Maridea Wealth Management independent RIA | Other | Feb 17, 2025 | Feb 18, 2025 |
| John Fisken Kapek | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Feb 17, 2025 | Dec 12, 2024 |
| Daniel Thomas Dubois | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 4, 2024 |
| Shane Parker Christiansen | Onedigital institutional | Presidio Wealth Management no RAUM | Other | Jan 21, 2025 | Nov 20, 2024 |
| Shawna Dawn Christiansen | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 1, 2024 |
| Elijah Christensen | Onedigital institutional | Presidio Wealth Management no RAUM | Other | Jan 21, 2025 | Nov 20, 2024 |
| Rylen Takao Yamamoto | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 1, 2024 |
| Michael Thomas Mcdaid | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 1, 2024 |
| Michael Joseph Shearon | Onedigital institutional | Accelerate Retirement independent RIA | Other | Jan 21, 2025 | Nov 12, 2024 |
| Adam Francis Baker | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 1, 2024 |
| Javin Takezo Nohara | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Nov 1, 2024 |
| Raul Noah Lizalde | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 21, 2025 | Jan 17, 2025 |
| Geoffrey Harden Sebold | Onedigital institutional | Osaic Wealth, Inc. BD affiliated | Other | Jan 16, 2025 | Nov 5, 2024 |
| Michael Francis Shearon | Onedigital institutional | Accelerate Retirement independent RIA | Other | Jan 16, 2025 | Nov 12, 2024 |
| Melissa Marin | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 16, 2025 | Nov 14, 2025 (302 d) |
| Michael T Goddard | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 16, 2025 | May 16, 2025 (120 d) |
| Jennifer Borowiec Jones | Onedigital institutional | Accelerate Retirement independent RIA | Other | Jan 16, 2025 | Nov 12, 2024 |
| Benjamin James Hodge | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 16, 2025 | Feb 9, 2026 (389 d) |
| Michael Lee Dodge | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 16, 2025 | Nov 5, 2024 |
| Alex Joseph Esposito | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 16, 2025 | Nov 1, 2024 |
| Ashif M Siddique | Onedigital institutional | Creative Planning independent RIA | Other | Jan 16, 2025 | Jan 13, 2025 |
| Chad D Anderson | Onedigital institutional | Presidio Wealth Management no RAUM | Other | Jan 6, 2025 | Nov 20, 2024 |
| Asa Kimo Kajihiro | Onedigital institutional | Integrated Wealth Concepts LLC independent RIA | Other | Jan 6, 2025 | Nov 4, 2024 |
| Thomas John Alford | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Jan 6, 2025 | Jan 7, 2025 |
| Darrell Thomas Alford | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Jan 3, 2025 | Jul 1, 2025 (179 d) |
| Carol Jean Weems | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Jan 3, 2025 | Dec 12, 2024 |
| Taylor Ryan Jones | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Jan 3, 2025 | Oct 24, 2024 |
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188 moves match.