DFX Intelligence

A••••• S•••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

A••••• S•••• K•••••

Advisor at P•••••• C•••••• M••••••••• G••••• L••

Kansas City, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Nov 8, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A••••• S•••• K•••••

Private equity principal · same individual CRD

Facts

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

Current firm: P•••••• C•••••• M••••••••• G••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• C•••••• M••••••••• G••••• L••	Mixed wealth	Apr 20, 2021	n/a	yes	Kansas City, MO	Current employment
P•••••• C•••••• M••••••••• L••	Former SEC adviser	Aug 6, 2010	Apr 12, 2021	no	KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• C•••••• M••••••••• L••	P•••••• C•••••• M••••••••• G••••• L••	Apr 12, 2021	Apr 20, 2021	8	Channel change	Other
P•••••• C•••••• M••••••••• L••	P•••••• C•••••• M••••••••• L••	Jul 30, 2010	Aug 6, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
153588:311623:MO:2021-04-12	Apr 12, 2021	Apr 20, 2021	KANSAS CITY, MO	Channel change

Relationships

Registered with (5)

→ P•••••• C•••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Apr 20, 2021 to presentfactForm ADV
→ P•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 6, 2010 to Apr 12, 2021factForm ADV
→ P•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2008 to Jul 30, 2010factForm ADV
→ G••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 8, 2005
Last observed: Sep 14, 2026 10 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.