A•• R•••• W••••

Advisor at P•••••• R•••• A•••• M••••••••• L••

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:73265886-7f12-a363-d32c-be44966207f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2002 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: P•••••• R•••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• R•••• A•••• M••••••••• L••	State registered	Sep 21, 2017	n/a	yes	OVERLAND PARK, KS	Current employment
S•••••• F••••••••• L••	Independent wealth	Jan 20, 2006	Oct 13, 2017	no	OVERLAND PARK, KS\|MERRIAM, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F••••••••• L••	P•••••• R•••• A•••• M••••••••• L••	Oct 13, 2017	Sep 21, 2017	-22	Firm change	Other
C•••••••• I••••••••• R••••••• A•••••••• I•••	S•••••• F••••••••• L••	May 11, 2006	Jan 20, 2006

Relationships

Registered with (5)

→ P•••••• R•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 21, 2017 to presentfactForm ADV
→ S•••••• F••••••••• L••Registered adviserregistration: previous registration
Jan 20, 2006 to Oct 13, 2017factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2005 to May 11, 2006factForm ADV
→ C•••••••• I••••••••• R•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73265886-7f12-a363-d32c-be44966207f6
First observed: Jan 2, 2002
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.