DFX Intelligence

K•••••• D•••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

K•••••• D•••••• W••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:3e41c4f5-40f9-f339-d1b4-d223c2e69f78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 4, 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••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 15, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Feb 10, 2012	n/a	yes	OVERLAND PARK, KS	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 4, 2010	Jan 19, 2012	no	BIRMINGHAM, MI\|NOVI, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	C••••••• P•••••••	Jan 19, 2012	Feb 10, 2012	22	Firm change	Other

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Feb 10, 2012 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 4, 2010 to Jan 19, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e41c4f5-40f9-f339-d1b4-d223c2e69f78
First observed: Mar 4, 2010
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.