DFX Intelligence

G•••• T••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

G•••• T••••• S•••••

Advisor at R••• R••••••••• L••

LEE'S SUMMIT, MO

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Search this name across graphsid dfx:ria:3abe92bd-37a2-fd1a-1802-e57023684ae5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 14, 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: R••• R••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 13, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• R••••••••• L••	State registered	Dec 1, 2021	n/a	yes	LEE'S SUMMIT, MO	Current employment
C••••••• P•••••••	Independent wealth	Jun 23, 2016	Dec 1, 2021	no	Leawood, KS\|OVERLAND PARK, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	R••• R••••••••• L••	Dec 1, 2021	Dec 1, 2021	0	Firm change	RIA to state RIA
W•••••• • R•••	C••••••• P•••••••	May 14, 2008	Jun 23, 2016

Relationships

Registered with (3)

→ R••• R••••••••• L••Registered adviserregistration: current employment
Dec 1, 2021 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Jun 23, 2016 to Dec 1, 2021factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Dec 14, 2007 to May 14, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3abe92bd-37a2-fd1a-1802-e57023684ae5
First observed: Dec 14, 2007
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.