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

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RIA / WealthAdvisor18 years in industry

J•••••• A•• O•••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Omaha, NE

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Search this name across graphsid dfx:ria:c5cd735b-b1bc-9f13-c496-a86024eda160

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 31, 2017 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom 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••••••• P•••••••	Independent wealth	Dec 17, 2021	n/a	yes	OVERLAND PARK, KS\|Omaha, NE	Current employment
L•••••• I••••••••• A•••••••• L••	No RAUM reported	Jan 23, 2020	Dec 17, 2021	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
L•••••• I••••••••• A•••••••• L••	C••••••• P•••••••	Dec 17, 2021	Dec 17, 2021	0	Bulk transfer	Other
H•• I••••••••• A•••••••• I••	L•••••• I••••••••• A•••••••• L••	Jan 23, 2020

Relationships

Registered with (4)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 17, 2021 to presentfactForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 23, 2020 to Dec 17, 2021factForm ADV
→ H•• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 8, 2017 to Jan 23, 2020factForm ADV
→ M• H••••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5cd735b-b1bc-9f13-c496-a86024eda160
First observed: Aug 31, 2017
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.