DFX Intelligence

J••• W• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant18 years in industry

J••• W• C•••••••

Advisor at R•• W••••• S••••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:40230ab1-5a04-6ed2-3541-292b1d6d8d2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 14, 2009 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•• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 13, 2008earliest 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• W••••• S••••••••• L••	State registered	Oct 27, 2021	n/a	yes	OVERLAND PARK, KS	Current employment
I•••••• F•••••••• S•••••••	Independent wealth	Jun 3, 2019	Oct 28, 2021	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• F•••••••• S•••••••	R•• W••••• S••••••••• L••	Oct 28, 2021	Oct 27, 2021	-1	Firm change	RIA to state RIA
A••••••• A••••••• S•••••••	I•••••• F•••••••• S•••••••	Jun 18, 2019	Jun 3, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
147518:315915:KS:2021-10-28	Oct 28, 2021	Oct 27, 2021	OVERLAND PARK, KS	Firm change
14869:147518:NE:2019-06-18	Jun 18, 2019	Jun 3, 2019	LINCOLN, NE	Firm change

Relationships

Registered with (4)

→ R•• W••••• S••••••••• L••Registered adviserregistration: current employment
Oct 27, 2021 to presentfactForm ADV
→ I•••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Jun 3, 2019 to Oct 28, 2021factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 9, 2013 to Jun 18, 2019factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40230ab1-5a04-6ed2-3541-292b1d6d8d2b
First observed: Jul 14, 2009
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.