DFX Intelligence

B•••••• A• V•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

B•••••• A• V•••••••••

Advisor at P•••••• F•••••••• S••••••••• I•••

SALINA, KS

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Search this name across graphsid dfx:ria:09ae165e-038e-3988-1e6b-242dfdbb3165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2021 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: P•••••• F•••••••• S••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• F•••••••• S••••••••• I•••	Independent wealth	Mar 13, 2026	n/a	yes	SALINA, KS	Current employment
O•• F•••••••• S•••••••• I•••	Independent wealth	Jul 15, 2021	Mar 13, 2026	no	TOPEKA, KS\|SALINA, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• F•••••••• S•••••••• I•••	P•••••• F•••••••• S••••••••• I•••	Mar 13, 2026	Mar 13, 2026	0	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
23940:340594:KS:2026-03-13	Mar 13, 2026	Mar 13, 2026	SALINA, KS	Firm change

Relationships

Registered with (2)

→ P•••••• F•••••••• S••••••••• I•••Registered adviserregistration: current employment
Mar 13, 2026 to presentfactForm ADV
→ O•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 15, 2021 to Mar 13, 2026factForm ADV

Dated events

Occurred
Mar 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09ae165e-038e-3988-1e6b-242dfdbb3165
First observed: Jul 15, 2021
Last observed: Sep 14, 2026 8 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.