DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

K••• C•••••• C•••••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:0f76d969-1756-a517-36c3-af5e75a361dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2004 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: Sep 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom 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, 2015	n/a	yes	OVERLAND PARK, KS	Current employment
S•••• • R••••••• I••	Independent wealth	Oct 19, 2007	Apr 9, 2015	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• • R••••••• I••	C••••••• P•••••••	Apr 9, 2015	May 1, 2015	22	Firm change	Other
B••••••••• S••••••••• C•••••••••	S•••• • R••••••• I••	Jul 27, 2004	Oct 19, 2007

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
May 1, 2015 to presentfactForm ADV
→ S•••• • R••••••• I••Registered adviserregistration: previous registration
Oct 19, 2007 to Apr 9, 2015factForm ADV
→ B••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Apr 7, 2004 to Jul 27, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f76d969-1756-a517-36c3-af5e75a361dd
First observed: Apr 7, 2004
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.