DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

G•••••• K•••• K••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:57a71675-59f0-289a-0d0f-63904ecc7626

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2013 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 19, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	May 23, 2017	n/a	yes	OVERLAND PARK, KS	Current employment
M•••••• W••••• A•••••••	Former SEC adviser	Jul 9, 2015	Apr 25, 2017	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	F••••••••• F••••••••• L••	Apr 25, 2017	May 21, 2015	-705	Firm change after gap	Other
M•••••• W••••• A•••••••	C••••••• P•••••••	Apr 25, 2017	May 23, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
168793:140195:KS:2016-01-21	Jan 21, 2016	Mar 17, 2015	LEAWOOD, KS	Firm change after gap

Relationships

Registered with (6)

→ C••••••• P•••••••Registered adviserregistration: current employment
May 23, 2017 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Mar 17, 2015 to Apr 25, 2017factForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jul 9, 2015 to Apr 25, 2017factForm ADV
→ F••••••••• F••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57a71675-59f0-289a-0d0f-63904ecc7626
First observed: Dec 13, 2013
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.