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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

A••• C• H••••

Advisor at M••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:9da3a9ad-ad0c-6ad8-b250-378f779c0ac4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2016 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Mar 12, 2018	n/a	yes	OVERLAND PARK, KS	Current employment
M•••••• W••••• A•••••••	Former SEC adviser	Dec 23, 2016	Mar 31, 2018	no	OVERLAND PARK, KS\|LEAWOOD, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• A•••••••	M••••••	Mar 31, 2018	Mar 12, 2018	-19	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
170703:140195:KS:2018-03-31	Mar 31, 2018	Mar 12, 2018	LEAWOOD, KS	Firm change

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Mar 12, 2018 to presentfactForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Dec 23, 2016 to Mar 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9da3a9ad-ad0c-6ad8-b250-378f779c0ac4
First observed: Dec 23, 2016
Last observed: Sep 14, 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.