DFX Intelligence

P•••••• J• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

P•••••• J• P••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Franklin, TN

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Search this name across graphsid dfx:ria:b872e526-cf50-922f-0608-fab65978666b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2008 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: Oct 25, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Aug 29, 2023	n/a	yes	OVERLAND PARK, KS\|Franklin, TN	Current employment
S•••••••• A••••••• L••	National bd RIA	Oct 27, 2008	Feb 22, 2013	no	GREENWICH, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	C••••••• P•••••••	Feb 22, 2013	Aug 29, 2023	3,840	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Aug 29, 2023 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 27, 2008 to Feb 22, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b872e526-cf50-922f-0608-fab65978666b
First observed: Oct 27, 2008
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.