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

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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

J•••• M•••••• S•••••

Advisor at P•• W••••• M•••••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2dfd7784-4a4e-fee3-af51-f00182c171d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 26, 2007 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••••• M•••••••••
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: Sep 1, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
P•• W••••• M•••••••••	Independent wealth	Dec 14, 2018	n/a	yes	OVERLAND PARK, KS	Current employment
W•••••• • R•••	Former SEC adviser	Oct 26, 2007	Jan 10, 2017	no	KANSAS CITY, MO\|SHAWNEE, KS\|KANSAS CITY, MO

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
W•••••• • R•••	P•• W••••• M•••••••••	Jan 10, 2017	Dec 14, 2018	703	Firm change after gap	Other

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Dec 14, 2018 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Oct 26, 2007 to Jan 10, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2dfd7784-4a4e-fee3-af51-f00182c171d5
First observed: Oct 26, 2007
Last observed: Sep 14, 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.