DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

A••••• P••••••• D•••••

Advisor at E•••••• F•••••••• E••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:71d3184d-f713-bd3e-a70a-cd09ee342e52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2013 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Oct 24, 2022	n/a	yes	OVERLAND PARK, KS	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Oct 3, 2013	Oct 21, 2022	no	Neptune, NJ\|MONTVALE, NJ\|HOWELL, NJ\|Sewickley, PA\|Wexford, PA\|Overland Park, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	E•••••• F•••••••• E••••••	Oct 21, 2022	Oct 24, 2022	3	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Oct 24, 2022 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 3, 2013 to Oct 21, 2022factForm ADV

Dated events

Occurred
Oct 21, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71d3184d-f713-bd3e-a70a-cd09ee342e52
First observed: Oct 3, 2013
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.