DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

I•• C••• C•••••••

Advisor at C••••• C•••••• A•••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a2f5baa2-c384-265e-1ac3-6fcaed6b1029

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2019 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: C••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 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
C••••• C•••••• A•••••••	Independent wealth	May 24, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
I•• W••••• M••••••••• L••	Bd affiliated wealth	Aug 15, 2019	May 30, 2024	no	Overland Park, KS\|CHICAGO, IL\|Overland Park, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• L••	C••••• C•••••• A•••••••	May 30, 2024	May 24, 2024	-6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C••••• C•••••• A•••••••Registered adviserregistration: current employment
May 24, 2024 to presentfactForm ADV
→ I•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 15, 2019 to May 30, 2024factForm ADV

Dated events

Occurred
May 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2f5baa2-c384-265e-1ac3-6fcaed6b1029
First observed: Aug 15, 2019
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.