DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

C•••• M••••• R••••••••

Advisor at O•••••••••

OVERLAND PARK, KS | MANASSAS, VA

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Search this name across graphsid dfx:ria:a53819ab-7e2a-c909-1fe3-a36901065f0f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2023 to Sep 15, 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jul 2, 2026	n/a	yes	OVERLAND PARK, KS\|MANASSAS, VA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Jul 7, 2026	no	MANASSAS, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	O•••••••••	Jul 7, 2026	Jul 2, 2026	-5	Firm change	Other
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:106766:VA:2026-07-07	Jul 7, 2026	Jul 2, 2026	MANASSAS, VA	Firm change

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Jul 7, 2026factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Feb 28, 2023 to Jun 29, 2023factForm ADV

Dated events

Occurred
Jul 7, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a53819ab-7e2a-c909-1fe3-a36901065f0f
First observed: Feb 28, 2023
Last observed: Sep 15, 2026 7 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.