DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

P••• G••••• W•••••••••

Advisor at B•••••• I••••••••• G••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:d4a749f8-d89a-f51c-f254-e8a46493b6cf

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 29, 2004 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: B•••••• I••••••••• G••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Aug 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• I••••••••• G••••	Former SEC adviser	Jul 21, 2008	n/a	yes	OVERLAND PARK, KS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 11, 2008	Dec 12, 2009	no	OVERLAND PARK, KS\|SAN DIEGO, CA\|LAWRENCE, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B•••••• I••••••••• G••••	Dec 12, 2009	Jul 21, 2008	-509	Firm change after gap	Other
L••••• F•••••••• I••	L•• F•••••••• L••	Jul 11, 2008	Jul 11, 2008

Relationships

Registered with (3)

→ B•••••• I••••••••• G••••Registered adviserregistration: current employment
Jul 21, 2008 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 11, 2008 to Dec 12, 2009factForm ADV
→ L••••• F•••••••• I••Registered adviserregistration: previous registration
Apr 29, 2004 to Jul 11, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4a749f8-d89a-f51c-f254-e8a46493b6cf
First observed: Apr 29, 2004
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.