DFX Intelligence

D••••• A••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

D••••• A••• S•••••••••

Advisor at C••••••• P•••••••

Macon, GA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a9d10689-3884-34e5-3908-5513677f96a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2003 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jun 1, 2022	n/a	yes	Macon, GA\|OVERLAND PARK, KS	Current employment
R•••• C•••••• M••••••••• I•••	Former SEC adviser	Jan 8, 2013	Aug 26, 2022	no	MACON, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C•••••• M••••••••• I•••	C••••••• P•••••••	Aug 26, 2022	Jun 1, 2022	-86	Firm change after gap	Other
C•• W••••• M•••••••••	R•••• C•••••• M••••••••• I•••	Jan 2, 2013	Jan 8, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
123585:105348:GA:2022-08-26	Aug 26, 2022	Jun 1, 2022	MACON, GA	Firm change after gap

Relationships

Registered with (6)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ R•••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 8, 2013 to Aug 26, 2022factForm ADV
→ C•• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 31, 2008 to Jan 2, 2013factForm ADV
→ C•••••• F•••••••• S•••••••• L••Registered adviser

Dated events

Occurred
Aug 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9d10689-3884-34e5-3908-5513677f96a1
First observed: Mar 28, 2003
Last observed: Sep 15, 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.