DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist42 years in industry

M•••••• N••• Z••••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Metairie, LA

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Search this name across graphsid dfx:ria:219098cb-9332-2796-b579-375f88972103

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2011 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 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Dec 23, 2021	n/a	yes	OVERLAND PARK, KS\|Metairie, LA	Current employment
R••••••• M••••••••• L••	Former SEC adviser	Jun 2, 2011	Dec 21, 2021	no	METAIRIE, LA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• M••••••••• L••	C••••••• P•••••••	Dec 21, 2021	Dec 23, 2021	2	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 23, 2021 to presentfactForm ADV
→ R••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 2, 2011 to Dec 21, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:219098cb-9332-2796-b579-375f88972103
First observed: Jun 2, 2011
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.