DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

J•••• R••• B••••

Advisor at U••••• C•••••• M••••••••• O• K•••••• I•••

Dodge City, KS | SALINA, KS

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Search this name across graphsid dfx:ria:51a743c9-46f3-5aef-9f0b-5ca5640fc9a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2008 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: U••••• C•••••• M••••••••• O• K•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U••••• C•••••• M••••••••• O• K•••••• I•••	Independent wealth	Jan 9, 2014	n/a	yes	SALINA, KS\|Dodge City, KS	Current employment
F•••••••• L••	Former SEC adviser	Jul 30, 2008	Sep 19, 2013	no	CANON CITY, CO\|SALINA, KS\|MINNEAPOLIS, MN\|DODGE CITY, KS\|WICHITA, KS\|STEPHENS CITY, VA\|LIBERAL, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• L••	U••••• C•••••• M••••••••• O• K•••••• I•••	Sep 19, 2013	Jan 9, 2014	112	Firm change	Other

Relationships

Registered with (2)

→ U••••• C•••••• M••••••••• O• K•••••• I•••Registered adviserregistration: current employment
Jan 9, 2014 to presentfactForm ADV
→ F•••••••• L••Registered adviserregistration: previous registration
Jul 30, 2008 to Sep 19, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51a743c9-46f3-5aef-9f0b-5ca5640fc9a1
First observed: Jul 30, 2008
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.