DFX Intelligence

Z•••••• R••• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

Z•••••• R••• E•••••

Advisor at B••••••• A•••••

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:7741e7aa-5759-0957-8cf7-48832288c43a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 8, 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: B••••••• A•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 7, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• A•••••	State registered	Dec 18, 2020	n/a	yes	KANSAS CITY, MO	Current employment
C•••••••••	State registered	Sep 17, 2018	Sep 17, 2024	no	Overland Park, KS\|LEAWOOD, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••••	B••••••• A•••••	Sep 17, 2024	Dec 18, 2020	-1,369	Firm change after gap	Other
S••••••• C•••••• M••••••••• L••	C•••••••••	Sep 25, 2018	Sep 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
111463:297820:MO:2018-09-25	Sep 25, 2018	Sep 17, 2018	KANSAS CITY, MO	Firm change

Relationships

Registered with (7)

→ B••••••• A•••••Registered adviserregistration: current employment
Dec 18, 2020 to presentfactForm ADV
→ C•••••••••Registered adviserregistration: previous registration
Sep 17, 2018 to Sep 17, 2024factForm ADV
→ S••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 17, 2011 to Sep 25, 2018factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Sep 17, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7741e7aa-5759-0957-8cf7-48832288c43a
First observed: Dec 8, 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.