DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

K•••• A•••• P•••

Advisor at P••• W••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:9797e9cf-a6e0-db43-d3a9-31814b70bc30

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2021 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: P••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• W••••• M•••••••••	State registered	Jan 6, 2026	n/a	yes	CORALVILLE, IA\|coralville, IA\|cresco, IA	Current employment
P••• W••••• M•••••••••	State registered	Jan 8, 2021	Dec 31, 2025	no	CORALVILLE, IA\|Cresco, IA\|coralville, IA\|Coralville, IA

Relationships

Registered with (1)

→ P••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 8, 2021 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9797e9cf-a6e0-db43-d3a9-31814b70bc30
First observed: Jan 8, 2021
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.