A•• I••••• W•••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | SAVANNAH, GA

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Search this name across graphsid dfx:ria:000b1596-b430-c0a0-d204-f45e045cd7c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	May 1, 2018	n/a	yes	SAVANNAH, GA\|OVERLAND PARK, KS	Current employment
L••• C••••••	State registered	Nov 2, 2016	Apr 19, 2018	no	BLUFFTON, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• C••••••	C••••••• P•••••••	Apr 19, 2018	May 1, 2018	12	Firm change	Other
U•••• F•••••••• S••••••• G••••• I•••	L••• C••••••	Mar 30, 2005	Nov 2, 2016

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
May 1, 2018 to presentfactForm ADV
→ L••• C••••••Registered adviserregistration: previous registration
Nov 2, 2016 to Apr 19, 2018factForm ADV
→ U•••• F•••••••• S••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 20, 2002 to Mar 30, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:000b1596-b430-c0a0-d204-f45e045cd7c5
First observed: Nov 20, 2002
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.