DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant36 years in industry

J•••• C••••• C••••••••

Advisor at F•••••••• P••••••• G••••• I•••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:50563bb6-bc2c-80ae-58fc-17f23417ba52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 21, 1997 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: F•••••••• P••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 30, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• P••••••• G••••• I•••	Independent wealth	Sep 13, 2017	n/a	yes	OVERLAND PARK, KS	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 4, 2010	Oct 3, 2017	no	OVERLAND PARK, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	F•••••••• P••••••• G••••• I•••	Oct 3, 2017	Sep 13, 2017	-20	Firm change	Other
P•••• F•••••••• G••••• L•••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 3, 2010	Jan 4, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:288644:KS:2017-09-26	Oct 3, 2017	Sep 13, 2017	OVERLAND PARK, KS	Firm change

Relationships

Registered with (4)

→ F•••••••• P••••••• G••••• I•••Registered adviserregistration: current employment
Sep 13, 2017 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2010 to Oct 3, 2017factForm ADV
→ P•••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Aug 4, 2005 to Jun 3, 2010factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50563bb6-bc2c-80ae-58fc-17f23417ba52
First observed: Nov 21, 1997
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.