DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant37 years in industry

G•••• A••• R••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Macon, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2003 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jul 28, 2022	n/a	yes	Macon, GA\|OVERLAND PARK, KS	Current employment
R•••• C•••••• M••••••••• I•••	Former SEC adviser	May 15, 2003	Aug 26, 2022	no	MACON, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C•••••• M••••••••• I•••	C••••••• P•••••••	Aug 26, 2022	Jul 28, 2022	-29	Firm change	Other
L•• F•••••••• L••	R•••• C•••••• M••••••••• I•••	Apr 24, 2003	May 15, 2003

Team moves

••• Locked

Team	Left	Joined	From	Kind
123585:105348:GA:2022-08-26	Aug 26, 2022	Jul 28, 2022	MACON, GA	Firm change

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jul 28, 2022 to presentfactForm ADV
→ R•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
May 15, 2003 to Aug 26, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 14, 2003 to Apr 24, 2003factForm ADV

Dated events

Order

Occurred
26 Aug 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 14, 2003
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.