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

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RIA / WealthAdvisor15 years in industry

A••••• P• S•••••

Advisor at T•• F•••••• R•••••••••

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:7a6c0bce-c173-06f3-581a-3861e8a18ead

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2011 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: T•• F•••••• R•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F•••••• R•••••••••	State registered	Sep 27, 2018	n/a	yes	KANSAS CITY, MO	Current employment
P•••• C•••••• F••••••••	Mixed wealth	Aug 1, 2017	Oct 1, 2018	no	OVERLAND PARK, KS

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• C•••••• F••••••••	T•• F•••••• R•••••••••	Oct 1, 2018	Sep 27, 2018	-4	Firm change	Other
L••••• F•••••••• I••	P•••• C•••••• F••••••••	Oct 13, 2017

Relationships

Registered with (3)

→ T•• F•••••• R•••••••••Registered adviserregistration: current employment
Sep 27, 2018 to presentfactForm ADV
→ P•••• C•••••• F••••••••Registered adviserregistration: previous registration
Aug 1, 2017 to Oct 1, 2018factForm ADV
→ L••••• F•••••••• I••Registered adviserregistration: previous registration
Oct 13, 2011 to Oct 13, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a6c0bce-c173-06f3-581a-3861e8a18ead
First observed: Oct 13, 2011
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.