DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

B•••• T••••• B••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:16f965a9-7519-5154-11a0-d198046b82f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 9, 2000 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 18, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Dec 21, 2011	n/a	yes	OVERLAND PARK, KS	Current employment
S•••••••• A••••••• L••	National bd RIA	Nov 9, 2000	Oct 21, 2011	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	C••••••• P•••••••	Oct 21, 2011	Dec 21, 2011	61	Firm change	Other

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 21, 2011 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 9, 2000 to Oct 21, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16f965a9-7519-5154-11a0-d198046b82f0
First observed: Nov 9, 2000
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.