DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

C••••••••• C• N•••••

Advisor at P•••••• W••••• C••••••••• L••

Kansas City, MO | KANSAS CITY, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 25, 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: P•••••• W••••• C••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 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••••• C••••••••• L••	Independent wealth	Mar 23, 2026	n/a	yes	KANSAS CITY, MO\|Kansas City, MO	Current employment
S••••••• W••••• M••••••••• L••	Independent wealth	May 25, 2018	Jul 23, 2026	no	Kansas City, MO\|PURCHASE, NY\|KANSAS CITY, MO\|Kansas City, MO\|KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• M••••••••• L••	P•••••• W••••• C••••••••• L••	Jul 23, 2026	Mar 23, 2026	-122	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
147092:336590:MO:2026-07-23	Jul 23, 2026	Mar 23, 2026	KANSAS CITY, MO	Firm change after gap

Relationships

Registered with (2)

→ P•••••• W••••• C••••••••• L••Registered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ S••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 25, 2018 to Jul 23, 2026factForm ADV

Dated events

Order

Occurred
23 Jul 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 25, 2018
Last observed: Sep 14, 2026 10 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.