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M••• C•••••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

M••• C•••••• K•••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Weatherford, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07184839-1546-d27d-a286-ae342303c829

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Nov 26, 2002 to Sep 15, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 5, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jan 17, 2023	n/a	yes	Weatherford, TX\|OVERLAND PARK, KS	Current employment
P•••••• W••••• A••••••• G••••	Former SEC adviser	Apr 17, 2015	Jan 23, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• W••••• A••••••• G••••	C••••••• P•••••••	Jan 23, 2018	Jan 17, 2023	1,820	Firm change after gap	Other
P•••••• E••••• M••••••••• I•••	P•••••• W••••• A••••••• G••••	Jul 25, 2016

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
127751:158718:CA:2016-07-25	Jul 25, 2016	Apr 17, 2015	SAN RAFAEL, CA	Firm change after gap

Relationships

Registered with (8)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jan 17, 2023 to presentfactForm ADV
→ P•••••• W••••• A••••••• G••••Registered adviserregistration: previous registration
Apr 17, 2015 to Jan 23, 2018factForm ADV
→ P•••••• E••••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2015 to Jul 25, 2016factForm ADV
→ B•••••• • J••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07184839-1546-d27d-a286-ae342303c829
First observed: Nov 26, 2002
Last observed: Sep 15, 2026 7 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.