DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J•••••• S••••• V•••••••

Advisor at C••••• F••••••••

Lenexa, KS | Kansas City, MO

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Search this name across graphsid dfx:ria:374cfec7-fbe5-4286-eac2-fba4a48c74de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2010 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: C••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F••••••••	Independent wealth	Jan 8, 2021	n/a	yes	Kansas City, MO\|Lenexa, KS	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 1, 2010	May 27, 2014	no	MISSION WOODS, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	C••••• F••••••••	May 27, 2014	Jan 8, 2021	2,418	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ C••••• F••••••••Registered adviserregistration: current employment
Jan 8, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2010 to May 27, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:374cfec7-fbe5-4286-eac2-fba4a48c74de
First observed: Jan 1, 2010
Last observed: Sep 14, 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.