DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

J••••• W•••••• C•••••••••

Advisor at O•••••••••

OVERLAND PARK, KS | HOUSTON, TX

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Search this name across graphsid dfx:ria:be161764-1c28-dff1-6fa8-87a60aa92cb0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 13, 2012 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: Nov 12, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jun 15, 2026	n/a	yes	OVERLAND PARK, KS\|HOUSTON, TX\|HOUSTON, TX	Current employment
A••••••••• I••••••••• A•••••••	Mixed wealth	Feb 23, 2024	Feb 5, 2026	no	TAMPA, FL\|Houston, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• I••••••••• A•••••••	O•••••••••	Feb 5, 2026	Jun 15, 2026	130	Firm change	Other
K••••• A••••••• S•••••••• L••	A••••••••• I••••••••• A•••••••	Feb 27, 2024	Feb 23, 2024

Relationships

Registered with (6)

→ O•••••••••Registered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ A••••••••• I••••••••• A•••••••Registered adviserregistration: previous registration
Feb 23, 2024 to Feb 5, 2026factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 3, 2018 to Feb 27, 2024factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Feb 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be161764-1c28-dff1-6fa8-87a60aa92cb0
First observed: Nov 13, 2012
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.