DFX Intelligence

G•••• P••••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

G•••• P••••••• F•••••

Advisor at C••••••• P•••••••

Fisherville, KY | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:435f7b07-b06d-948d-5d47-6b54839c204a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 21, 2014 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	May 6, 2024	n/a	yes	OVERLAND PARK, KS\|Fisherville, KY	Current employment
S••••••••• F•••••••• P••••••• L••	Independent wealth	Jul 25, 2023	May 9, 2024	no	LEHI, UT\|Louisville, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• F•••••••• P••••••• L••	C••••••• P•••••••	May 9, 2024	May 6, 2024	-3	Firm change	RIA to RIA
M••••••	S••••••••• F•••••••• P••••••• L••	Jul 14, 2023	Jul 25, 2023

Relationships

Registered with (5)

→ C••••••• P•••••••Registered adviserregistration: previous registration
Dec 8, 2014 to Apr 7, 2021factForm ADV
→ S••••••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jul 25, 2023 to May 9, 2024factForm ADV
→ M••••••Registered adviserregistration: previous registration
Jul 2, 2021 to Jul 14, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
May 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:435f7b07-b06d-948d-5d47-6b54839c204a
First observed: Aug 21, 2014
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.