DFX Intelligence

S••• P•••••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

S••• P•••••• C•••••

Advisor at P•••• C•••••• F••••••••

OVERLAND PARK, KS | Greenwood Village, CO

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Search this name across graphsid dfx:ria:7596c765-975e-6ad1-bd9f-1cc7298c8575

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 26, 2005 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Jul 27, 2017	n/a	yes	OVERLAND PARK, KS\|Greenwood Village, CO	Current employment
L••••• F•••••••• I••	Former SEC adviser	Oct 26, 2005	Oct 16, 2017	no	GREENWOOD VILLAGE, CO\|OVERLAND PARK, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• I••	P•••• C•••••• F••••••••	Oct 16, 2017	Jul 27, 2017	-81	Bulk transfer	Other

Relationships

Registered with (2)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Jul 27, 2017 to presentfactForm ADV
→ L••••• F•••••••• I••Registered adviserregistration: previous registration
Oct 26, 2005 to Oct 16, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7596c765-975e-6ad1-bd9f-1cc7298c8575
First observed: Oct 26, 2005
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.