DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

K•••••• A••••• G•••••

Advisor at S•••• I••••••••• I•••

Overland Park, KS

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Search this name across graphsid dfx:ria:6d6334e7-d902-1e2f-559b-fad50a81adec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 2, 1999 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: S•••• I••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 12, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• I••••••••• I•••	State registered	Apr 2, 1999	n/a	yes	Overland Park, KS	Current employment
S•••• I••••••••• I•••	State registered	Apr 2, 1999	Dec 31, 2002	no	LENEXA, KS	Previous registration

Relationships

Registered with (1)

→ S•••• I••••••••• I•••Registered adviserregistration: previous registration
Apr 2, 1999 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d6334e7-d902-1e2f-559b-fad50a81adec
First observed: Apr 2, 1999
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.