DFX Intelligence

R•••••• W•••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

R•••••• W•••••• H•••

Advisor at I•• A••••••• S•••••••• I•••

Wichita, KS

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Search this name across graphsid dfx:ria:1eeb36d2-9ded-1113-1b91-0f2688bc2983

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2010 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: I•• A••••••• S•••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 22, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A••••••• S•••••••• I•••	Mixed wealth	Jul 1, 2016	n/a	yes	Wichita, KS	Current employment
V•• A••••••• S•••••••	Former SEC adviser	Sep 26, 2011	Jun 1, 2016	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•• A••••••• S•••••••	I•• A••••••• S•••••••• I•••	Jun 1, 2016	Jul 1, 2016	30	Firm change	Other
S•••••••• A••••••• L••	V•• A••••••• S•••••••	Sep 27, 2011	Sep 26, 2011

Relationships

Registered with (3)

→ I•• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 1, 2016 to presentfactForm ADV
→ V•• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 26, 2011 to Jun 1, 2016factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 23, 2010 to Sep 27, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1eeb36d2-9ded-1113-1b91-0f2688bc2983
First observed: Dec 23, 2010
Last observed: Sep 14, 2026 9 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.