DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

M•••••• D•• D•••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:0d0113b6-8b98-fa7e-1900-7e3285b536e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2017 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 22, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jul 17, 2025	n/a	yes	OVERLAND PARK, KS	Current employment
W••• W•••••• L••	Former SEC adviser	Jul 6, 2020	Aug 4, 2025	no	LEE'S SUMMIT, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• W•••••• L••	C••••••• P•••••••	Aug 4, 2025	Jul 17, 2025	-18	Firm change	RIA to RIA
A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••	W••• W•••••• L••	Jul 17, 2020	Jul 6, 2020

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jul 17, 2025 to presentfactForm ADV
→ W••• W•••••• L••Registered adviserregistration: previous registration
Jul 6, 2020 to Aug 4, 2025factForm ADV
→ A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
Nov 9, 2017 to Jul 17, 2020factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d0113b6-8b98-fa7e-1900-7e3285b536e4
First observed: Nov 9, 2017
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.