DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

H••••••• M•••••• H••••

Advisor at P•••••• W••••• C••••••••• L••

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:2a732b36-08a3-34b5-067e-410b0c93a52a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2025 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: P•••••• W••••• C••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• C••••••••• L••	Independent wealth	Mar 20, 2026	n/a	yes	KANSAS CITY, MO	Current employment
S••••••• W••••• M••••••••• L••	Independent wealth	Feb 3, 2025	Jul 23, 2026	no	WESTWOOD, KS\|PURCHASE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• M••••••••• L••	P•••••• W••••• C••••••••• L••	Jul 23, 2026	Mar 20, 2026	-125	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
147092:336590:NY:2026-07-23	Jul 23, 2026	Mar 20, 2026	PURCHASE, NY	Firm change after gap

Relationships

Registered with (2)

→ P•••••• W••••• C••••••••• L••Registered adviserregistration: current employment
Mar 20, 2026 to presentfactForm ADV
→ S••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 3, 2025 to Jul 23, 2026factForm ADV

Dated events

Occurred
Jul 23, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a732b36-08a3-34b5-067e-410b0c93a52a
First observed: Feb 3, 2025
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.