DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

A••• D••••• H••••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Bloomington, MN

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Search this name across graphsid dfx:ria:7f70ca4f-524e-e7a7-4cbc-cb5ad56c3a95

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 10, 2013 to Sep 15, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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
C••••••• P•••••••	Independent wealth	Jul 3, 2023	n/a	yes	OVERLAND PARK, KS\|Bloomington, MN	Current employment
B•••••••• W••••• M••••••••• L••	Former SEC adviser	Dec 10, 2013	Sep 25, 2023	no	BLOOMINGTON, MN\|St. Cloud, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• W••••• M••••••••• L••	C••••••• P•••••••	Sep 25, 2023	Jul 3, 2023	-84	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
143038:105348:MN:2023-09-13	Sep 25, 2023	Jul 3, 2023	ST CLOUD, MN	Firm change after gap

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jul 3, 2023 to presentfactForm ADV
→ B•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 10, 2013 to Sep 25, 2023factForm ADV

Dated events

Occurred
Sep 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f70ca4f-524e-e7a7-4cbc-cb5ad56c3a95
First observed: Dec 10, 2013
Last observed: Sep 15, 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.