DFX Intelligence
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Reading the graph
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Advisor at P•••••• A•••••••• L••
Blue Springs, MO | LEAWOOD, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| P•••••• A•••••••• L•• | Other adviser | Feb 13, 2026 | n/a | yes | LEAWOOD, KS|Blue Springs, MO | Current employment |
| W••••••••• A••••••• P••••••• L•• | Bd affiliated wealth | Jun 30, 2017 | May 15, 2026 | no | Blue Springs, MO|WEST CHESTER, PA|Blue Springs, MO|Blue Springs, MO |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W••••••••• A••••••• P••••••• L•• | P•••••• A•••••••• L•• | May 15, 2026 | Feb 13, 2026 | -91 | Firm change after gap | Ibd to new firm |
| W•••••• • R••• | W••••••••• A••••••• P••••••• L•• | Jul 3, 2017 | Jun 30, 2017 |
| W•••••• • R••• | Former SEC adviser | Sep 21, 2011 | Jul 3, 2017 | no | INDEPENDENCE, MO|BLUE SPRINGS, MO|EDMOND, OK | Previous registration |
| M••••• S•••••• | Wirehouse | Aug 9, 2010 | Sep 2, 2011 | no | Leawood, KS | Previous registration |
| -3 |
| Firm change |
| Other |
| M••••• S•••••• | W•••••• • R••• | Sep 2, 2011 | Sep 21, 2011 | 19 | Firm change | Other |