S••• F••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1803a24b-a43b-3827-a8c0-7cf015472fd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 22, 2021 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: Jan 10, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
C••••••• P•••••••	Independent wealth	Jan 7, 2026	n/a	yes	OVERLAND PARK, KS	Current employment
A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••	Bd affiliated wealth	Sep 12, 2024	Dec 31, 2025	no	LEAWOOD, KS\|Overland Park, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••	C••••••• P•••••••	Dec 31, 2025	Jan 7, 2026	7	Firm change	Ibd to RIA
E•••••• F•••••••• E••••••	A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••	Sep 12, 2024	Sep 12, 2024

Relationships

Registered with (4)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
Sep 12, 2024 to Dec 31, 2025factForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Mar 25, 2024 to Sep 12, 2024factForm ADV
→ A• W••••• M••••••••• L••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1803a24b-a43b-3827-a8c0-7cf015472fd7
First observed: Jun 22, 2021
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.