DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J••• A•••• C•••••••••

Advisor at S••••••• F••••• O•••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:9a3cbed4-81c1-1923-89e4-079d8f8a1af9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2011 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: S••••••• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• F••••• O•••••	Independent wealth	Jun 19, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
K••• P••••• L••	Independent wealth	Apr 14, 2011	Jul 15, 2024	no	HUNTSVILLE, AL\|Leawood, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••• P••••• L••	S••••••• F••••• O•••••	Jul 15, 2024	Jun 19, 2024	-26	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
127902:331394:KS:2024-07-15	Jul 15, 2024	Jun 19, 2024	LEAWOOD, KS	Firm change

Relationships

Registered with (2)

→ S••••••• F••••• O•••••Registered adviserregistration: current employment
Jun 19, 2024 to presentfactForm ADV
→ K••• P••••• L••Registered adviserregistration: previous registration
Apr 14, 2011 to Jul 15, 2024factForm ADV

Dated events

Occurred
Jul 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a3cbed4-81c1-1923-89e4-079d8f8a1af9
First observed: Apr 14, 2011
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.