DFX Intelligence

A••••• S••••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

A••••• S••••• O••••••

Advisor at W••••••• P•••••• W••••• M••••••••• I•••

OVERLAND PARK, KS | Kansas City, MO

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Search this name across graphsid dfx:ria:24bcec6c-d5ce-6650-3b98-b49233734850

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2011 to Sep 15, 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: W••••••• P•••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• P•••••• W••••• M••••••••• I•••	Independent wealth	Feb 15, 2013	n/a	yes	OVERLAND PARK, KS\|Kansas City, MO\|Kansas City, MO	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 10, 2011	Feb 8, 2013	no	N KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	W••••••• P•••••• W••••• M••••••••• I•••	Feb 8, 2013	Feb 15, 2013	7	Firm change	Other

Relationships

Registered with (2)

→ W••••••• P•••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Feb 15, 2013 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 10, 2011 to Feb 8, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24bcec6c-d5ce-6650-3b98-b49233734850
First observed: Feb 10, 2011
Last observed: Sep 15, 2026 7 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.