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RIA / WealthAdvisor22 years in industry

TROY LATON REDSTONE

Advisor at PHD RETIREMENT CONSULTING

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:624cf125-30a5-0d2e-11c2-03e813b354e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2005 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: PHD RETIREMENT CONSULTING
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 16, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 16, 2003
First registration: Apr 5, 2005
Dual registered: no
Other names: TROY L REDSTONE
IAPD individual key: 4726874

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
PHD RETIREMENT CONSULTING	Institutional manager	Aug 12, 2019	n/a	yes	OVERLAND PARK, KS	Current employment
BOULDER INVESTMENT GROUP	Former SEC adviser	Jun 21, 2013	Aug 20, 2019	no	OVERLAND PARK, KS\|Overland Park, KS	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	May 26, 2010	Mar 28, 2013	no	OVERLAND PARK, KS	Previous registration
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	May 20, 2009	Nov 25, 2009	no	OVERLAND PARK, KS	Previous registration
LAWING FINANCIAL INC	Former SEC adviser	Jan 30, 2008	Mar 2, 2009	no	OVERLAND PARK, KS	Previous registration
J.P. MORGAN INSTITUTIONAL INVESTMENTS	Former SEC adviser	Apr 5, 2005	Jan 31, 2006	no	KANSAS CITY, MO	Previous registration

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
BOULDER INVESTMENT GROUP	PHD RETIREMENT CONSULTING	Aug 20, 2019	Aug 12, 2019	-8	Firm change	RIA to new firm
SECURITIES AMERICA ADVISORS, INC.	BOULDER INVESTMENT GROUP	Mar 28, 2013	Jun 21, 2013	85	Firm change	Other
LOCKTON INVESTMENT ADVISORS, LLC	SECURITIES AMERICA ADVISORS, INC.	Nov 25, 2009	May 26, 2010	182	Firm change	Other
LAWING FINANCIAL INC	LOCKTON INVESTMENT ADVISORS, LLC	Mar 2, 2009	May 20, 2009	79	Firm change	Other
J.P. MORGAN INSTITUTIONAL INVESTMENTS	LAWING FINANCIAL INC	Jan 31, 2006	Jan 30, 2008	729	Firm change after gap	Other

Relationships

Registered with (6)

→ PHD RETIREMENT CONSULTINGRegistered adviserregistration: current employment
Aug 12, 2019 to presentfactForm ADV
→ BOULDER INVESTMENT GROUPRegistered adviserregistration: previous registration
Jun 21, 2013 to Aug 20, 2019factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
May 26, 2010 to Mar 28, 2013factForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 20, 2009 to Nov 25, 2009factForm ADV
→ LAWING FINANCIAL INCRegistered adviserregistration: previous registration
Jan 30, 2008 to Mar 2, 2009factForm ADV
→ J.P. MORGAN INSTITUTIONAL INVESTMENTSRegistered adviserregistration: previous registration
Apr 5, 2005 to Jan 31, 2006factForm ADV

Dated events

No dated event names this entity yet.