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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

M•••••• P•••••• H•••••••

Advisor at C••••• F••••••••

Lenexa, KS | LENEXA, KS

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Search this name across graphsid dfx:ria:c1f48793-8905-4cda-8ae5-7f9a9c474a6d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 25, 1999 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••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F••••••••	Independent wealth	Apr 29, 2014	n/a	yes	Lenexa, KS\|LENEXA, KS\|LENEXA, KS	Current employment
C••• F•••••••• S•••••••• L•••	Former SEC adviser	Mar 10, 2003	May 19, 2014	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••• F•••••••• S•••••••• L•••	C••••• F••••••••	May 19, 2014	Apr 29, 2014	-20	Firm change	Other
C•••••••• G••••• M•••••• I•••	C••• F•••••••• S•••••••• L•••	Feb 27, 2003

Relationships

Registered with (3)

→ C••••• F••••••••Registered adviserregistration: current employment
Apr 29, 2014 to presentfactForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Mar 10, 2003 to May 19, 2014factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Mar 25, 1999 to Feb 27, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1f48793-8905-4cda-8ae5-7f9a9c474a6d
First observed: Mar 25, 1999
Last observed: Sep 15, 2026 6 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.