DFX Intelligence

E•• R•••• F•••••••• S•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

E•• R•••• F•••••••• S•••••••

E•• R•••• F•••••••• S•••••••, LLC., CRD 309131

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Search this name across graphsid dfx:ria:17d15b5f-632a-0115-93c6-5490c3cbbfc6

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2026 to Mar 3, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• O• B••••	n/a	OMAHA, NE	6	27	2	no
P••• J••• K•••••	n/a	OMAHA, NE	3	30

Relationships

Registered with (2)

← P••• J••• K•••••Advisorregistration: current employment
Jan 31, 2023 to presentfactForm ADV
← R•••••• O• B••••Advisorregistration: current employment
Aug 3, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17d15b5f-632a-0115-93c6-5490c3cbbfc6
First observed: Mar 3, 2026
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.