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D••• R• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

D••• R• P••••••

Advisor at W••••••• I••••••••• A•••••••

MISSION, KS

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Search this name across graphsid dfx:ria:535cf756-29ec-5d4d-6a42-46385f8c222c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2014 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: W••••••• I••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 21, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• I••••••••• A•••••••	Independent wealth	Feb 17, 2016	n/a	yes	MISSION, KS	Current employment
C•••••• S••••• C•••••• M••••••• L••	Former SEC adviser	Feb 7, 2014	Jan 7, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• C•••••• M••••••• L••	W••••••• I••••••••• A•••••••	Jan 7, 2020	Feb 17, 2016	-1,420	Firm change after gap	Other

Relationships

Registered with (2)

→ W••••••• I••••••••• A•••••••Registered adviserregistration: current employment
Feb 17, 2016 to presentfactForm ADV
→ C•••••• S••••• C•••••• M••••••• L••Registered adviserregistration: previous registration
Feb 7, 2014 to Jan 7, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:535cf756-29ec-5d4d-6a42-46385f8c222c
First observed: Feb 7, 2014
Last observed: Sep 14, 2026 7 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.