DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••• J•••• M•••••••••

Advisor at C••••••• P•••••••

Egan, MN | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:1840f36e-0dc3-7039-43ff-06d952bc9d62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2014 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 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	I•••••••••_WEALTH	Dec 19, 2021	n/a	yes	OVERLAND PARK, KS\|Egan, MN	Current employment
B•••••••• W••••• M••••••••• L••	Former SEC adviser	Jul 13, 2023	Sep 13, 2023	no	BLOOMINGTON, MN\|Minneapolis, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• W••••• M••••••••• L••	n/a	Sep 13, 2023	n/a	n/a	Departure no registered destination	Departure
L•••••• I••••••••• A•••••••• L••	C••••••• P•••••••	Dec 31, 2021	Dec 19, 2021	-12

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:172011:MN:2017-06-21	Jun 21, 2017	Jun 21, 2017	EDINA, MN	Firm change

Relationships

Registered with (6)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 19, 2021 to presentfactForm ADV
→ B•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 13, 2023 to Sep 13, 2023factForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 11, 2021 to Dec 31, 2021factForm ADV
→ K••••• A••••••• S•••••••• L••

Dated events

Occurred
Sep 13, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1840f36e-0dc3-7039-43ff-06d952bc9d62
First observed: Jan 2, 2014
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.