DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

A•••••••• K•••• K•••• G•••••

Advisor at P•• W••••• M•••••••••

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d6b395d-2528-1710-7d8c-867ed3c2850a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 5, 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: P•• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Independent wealth	Jan 2, 2018	n/a	yes	OVERLAND PARK, KS	Current employment
V• W••••• A••••••• L••	Former SEC adviser	Jan 5, 2017	Dec 31, 2017	no	Overland Park, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V• W••••• A••••••• L••	P•• W••••• M•••••••••	Dec 31, 2017	Jan 2, 2018	2	Firm change	RIA to new firm
W•••••• • R•••	V• W••••• A••••••• L••	Jan 6, 2017	Jan 5, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
153278:290977:KS:2017-12-31	Dec 31, 2017	Jan 2, 2018	OVERLAND PARK, KS	Firm change
866:153278:MO:2017-01-06	Jan 6, 2017	Jan 5, 2017	KANSAS CITY, MO	Firm change

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 2, 2018 to presentfactForm ADV
→ V• W••••• A••••••• L••Registered adviserregistration: previous registration
Jan 5, 2017 to Dec 31, 2017factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Aug 5, 2011 to Jan 6, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d6b395d-2528-1710-7d8c-867ed3c2850a
First observed: Aug 5, 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.