DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

C•••••• J• D•••• D••••

Advisor at P•••• C•••••• F••••••••

Shawnee, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:15ed373a-7b50-6988-926d-a9df94ee321a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2009 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Apr 1, 2026	n/a	yes	OVERLAND PARK, KS\|Shawnee, KS	Current employment
T•••• W••••• P•••••••• L••	Independent wealth	May 16, 2024	Dec 2, 2025	no	LAWRENCE, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W••••• P•••••••• L••	P•••• C•••••• F••••••••	Dec 2, 2025	Apr 1, 2026	120	Firm change	RIA to RIA
E•••••• F•••••••• E••••••	T•••• W••••• P•••••••• L••	Apr 15, 2024	May 16, 2024

Relationships

Registered with (4)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ T•••• W••••• P•••••••• L••Registered adviserregistration: previous registration
May 16, 2024 to Dec 2, 2025factForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Nov 30, 2016 to Apr 15, 2024factForm ADV
→ F•••••••• E•••••• A•••••• C•••••• L••

Dated events

Occurred
Dec 2, 2025
A•••••• firm change
C•••••• J• D•••• D•••• left T•••• W••••• P•••••••• L•• for P•••• C•••••• F•••••••• (registered 2026-04-01)
Form ADVobserved 7 days ago
Occurred
Apr 15, 2024
A•••••• firm change
C•••••• J• D•••• D•••• left E•••••• F•••••••• E•••••• for T•••• W••••• P•••••••• L•• (registered 2024-05-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15ed373a-7b50-6988-926d-a9df94ee321a
First observed: Jan 6, 2009
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.