DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

D•••• L••••• P••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Troy, MI

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Search this name across graphsid dfx:ria:62701e0f-ca73-fc4d-abd4-452c5e88e8a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2010 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: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jul 8, 2020	n/a	yes	Troy, MI\|OVERLAND PARK, KS	Current employment
S••••••• I••••••••• A••••••• I••	Former SEC adviser	Aug 9, 2017	Jul 1, 2020	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• I••••••••• A••••••• I••	C••••••• P•••••••	Jul 1, 2020	Jul 8, 2020	7	Firm change	RIA to RIA
P••••• M•••• F•••••••• A•••••••	S••••••• I••••••••• A••••••• I••	Aug 9, 2017	Aug 9, 2017

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jul 8, 2020 to presentfactForm ADV
→ S••••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Aug 9, 2017 to Jul 1, 2020factForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 21, 2010 to Aug 9, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62701e0f-ca73-fc4d-abd4-452c5e88e8a8
First observed: Apr 21, 2010
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.