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

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RIA / WealthAdvisor26 years in industry

J•••••• D••• T••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Ballwin, MO

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Search this name across graphsid dfx:ria:2a1d8509-2024-4d69-487b-3e09b50d627e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2003 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Sep 16, 2009	n/a	yes	OVERLAND PARK, KS\|Ballwin, MO	Current employment
T• A••••••••• I••••••••• M••••••••• L••	Former SEC adviser	May 17, 2006	Feb 23, 2009	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	Feb 23, 2009	May 17, 2006	-1,013	Channel change	Other
T• A••••••••• I••••••••• M••••••••• L••	C••••••• P•••••••	Feb 23, 2009

Relationships

Registered with (4)

→ C••••••• P•••••••Registered adviserregistration: current employment
Sep 16, 2009 to presentfactForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 17, 2006 to Feb 23, 2009factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2005 to Feb 23, 2009factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a1d8509-2024-4d69-487b-3e09b50d627e
First observed: Feb 6, 2003
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.