DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

E•••• A• C•••••••

Advisor at K•••••• F•••••••• A••••••• S•••••••

MANHATTAN, KS

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Search this name across graphsid dfx:ria:b8b89e3b-58dc-d111-9497-de58a61436b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2022 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: K•••••• F•••••••• A••••••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
K•••••• F•••••••• A••••••• S•••••••	Independent wealth	Dec 22, 2022	n/a	yes	MANHATTAN, KS	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 18, 2022	Jul 1, 2025	no	Manhattan, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	K•••••• F•••••••• A••••••• S•••••••	Jul 1, 2025	Dec 22, 2022	-922	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:142772:KS:2025-07-01	Jul 1, 2025	Dec 22, 2022	MANHATTAN, KS	Firm change after gap

Relationships

Registered with (2)

→ K•••••• F•••••••• A••••••• S•••••••Registered adviserregistration: current employment
Dec 22, 2022 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 18, 2022 to Jul 1, 2025factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8b89e3b-58dc-d111-9497-de58a61436b7
First observed: Jan 18, 2022
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.