DFX Intelligence

G•••••• J•••• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

G•••••• J•••• R••••

Advisor at C••••••• P•••••••

Worthington, OH | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:8347e982-4761-f802-07ba-730d0bfb5892

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2018 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	May 3, 2026	n/a	yes	OVERLAND PARK, KS\|Worthington, OH	Current employment
S•••••• F•••••••• G••••• L•••••	Independent wealth	Oct 20, 2021	Apr 29, 2026	no	Dublin, OH\|AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F•••••••• G••••• L•••••	C••••••• P•••••••	Apr 29, 2026	May 3, 2026	4	Firm change	RIA to RIA
P••• W••••• S••••••••	S•••••• F•••••••• G••••• L•••••	Nov 11, 2021	Oct 20, 2021

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
May 3, 2026 to presentfactForm ADV
→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Oct 20, 2021 to Apr 29, 2026factForm ADV
→ P••• W••••• S••••••••Registered adviserregistration: previous registration
Mar 12, 2018 to Nov 11, 2021factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8347e982-4761-f802-07ba-730d0bfb5892
First observed: Mar 12, 2018
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.