DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor10 years in industry

S••••••• A••••• O••••••

Advisor at C•••••• F••••••••

TOPEKA, KS | GLEN ALLEN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dac747c2-6c1f-b649-103f-b051aa39831d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2020 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 public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• F••••••••	Independent wealth	Jan 12, 2022	n/a	yes	GLEN ALLEN, VA\|TOPEKA, KS	Current employment
C•••••• F••••••••	Independent wealth	Aug 17, 2020	Dec 31, 2021	no	TOPEKA, KS	Previous registration

Relationships

Registered with (1)

→ C•••••• F••••••••Registered adviserregistration: previous registration
Aug 17, 2020 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dac747c2-6c1f-b649-103f-b051aa39831d
First observed: Aug 17, 2020
Last observed: Sep 15, 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.