DFX Intelligence

C••••• B••••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

C••••• B••••• A•••••••

Advisor at A••••• W••••• P•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:892607cb-1142-02bd-4d8c-b702adcb0db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 12, 2015 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: A••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 12, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• P•••••••	Independent wealth	Jan 12, 2026	n/a	yes	OVERLAND PARK, KS	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Sep 15, 2020	Dec 24, 2025	no	Clayton, MO\|Kansas City, MO\|Omaha, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	A••••• W••••• P•••••••	Dec 24, 2025	Jan 12, 2026	19	Firm change	Ibd to RIA
E••••• J••••	C•••••• S••••• • C••• I•••	Jul 31, 2020	Sep 15, 2020

Relationships

Registered with (4)

→ A••••• W••••• P•••••••Registered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Sep 15, 2020 to Dec 24, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 19, 2016 to Jul 31, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Dec 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:892607cb-1142-02bd-4d8c-b702adcb0db6
First observed: May 12, 2015
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.