DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

W••••• F•••• H••••••

Advisor at P••••••••• W•••••

COLUMBIA, MO | Tipton, MO

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Search this name across graphsid dfx:ria:2f471816-f7df-b949-2a0b-8f69875baf21

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2008 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: P••••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• W•••••	State registered	Sep 9, 2020	n/a	yes	Tipton, MO\|COLUMBIA, MO	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Sep 23, 2008	Sep 10, 2020	no	TIPTON, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	P••••••••• W•••••	Sep 10, 2020	Sep 9, 2020	-1	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ P••••••••• W•••••Registered adviserregistration: current employment
Sep 9, 2020 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Sep 23, 2008 to Sep 10, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f471816-f7df-b949-2a0b-8f69875baf21
First observed: Sep 23, 2008
Last observed: Sep 15, 2026 8 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.