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E•••••••• A•• O•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

E•••••••• A•• O•••••••

Advisor at C••••••• P•••••••

Doylestown, PA | OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2024 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••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Dec 1, 2025	n/a	yes	Doylestown, PA\|Doylestown, PA\|OVERLAND PARK, KS	Current employment
T•• M••••••• F•••••••• G••••• I••	Former SEC adviser	Aug 30, 2024	Dec 10, 2025	no	Doylestown, PA\|DOYLESTOWN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• M••••••• F•••••••• G••••• I••	C••••••• P•••••••	Dec 10, 2025	Dec 1, 2025	-9	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
110935:105348:PA:2025-12-10	Dec 10, 2025	Dec 1, 2025	DOYLESTOWN, PA	Firm change

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ T•• M••••••• F•••••••• G••••• I••Registered adviserregistration: previous registration
Aug 30, 2024 to Dec 10, 2025factForm ADV

Dated events

Order

Occurred
10 Dec 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 30, 2024
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.