P••••• V••••••

Advisor at W••••••••• W••••• I•••

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65a42248-7923-d5d8-44cb-b50f438909b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 22, 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••••••••• W••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• W••••• I•••	Independent wealth	Jan 7, 2019	n/a	yes	OVERLAND PARK, KS	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 5, 2018	Oct 5, 2020	no	LEAWOOD, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W••••••••• W••••• I•••	Oct 5, 2020	Jan 7, 2019	-637	Firm change after gap	Wirehouse to RIA
U••• B•••••• I••••••••• I•••	W•••• F•••• A•••••••	Nov 6, 2018	Nov 5, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:173220:KS:2020-10-05	Oct 5, 2020	Jan 7, 2019	LEAWOOD, KS	Firm change after gap

Relationships

Registered with (3)

→ W••••••••• W••••• I•••Registered adviserregistration: current employment
Jan 7, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 5, 2018 to Oct 5, 2020factForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Dec 22, 2014 to Nov 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65a42248-7923-d5d8-44cb-b50f438909b5
First observed: Dec 22, 2014
Last observed: Sep 14, 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.