DFX Intelligence

W••••• B••••• G•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

W••••• B••••• G•••••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | De Pere, WI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2020 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: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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	Oct 17, 2022	n/a	yes	De Pere, WI\|OVERLAND PARK, KS	Current employment
W••••• F•••••••• A•••••••• L••	Former SEC adviser	Sep 2, 2020	Oct 18, 2022	no	GREEN BAY, WI\|MILWAUKEE, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•••••••• A•••••••• L••	C••••••• P•••••••	Oct 18, 2022	Oct 17, 2022	-1	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Oct 17, 2022 to presentfactForm ADV
→ W••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 2, 2020 to Oct 18, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 2, 2020
Last observed: Sep 15, 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.