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C•••••••• H••••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

C•••••••• H••••••• B•••••

Advisor at E••••• F•••••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:db13ef78-d11c-6f7b-95e1-8c3f52966058

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 7, 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: E••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• F•••••••• P•••••••	State registered	Aug 26, 2022	n/a	yes	Olathe, KS\|MUSKEGON, MI\|Leawood, KS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 10, 2021	n/a	yes	FORT MILL, SC\|Overland Park, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	L•• F•••••••• L••	Jul 26, 2021	Aug 10, 2021	15	Bulk transfer	Ibd to ibd

Relationships

Registered with (3)

→ E••••• F•••••••• P•••••••Registered adviserregistration: current employment
Aug 26, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 10, 2021 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Aug 7, 2020 to Jul 26, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db13ef78-d11c-6f7b-95e1-8c3f52966058
First observed: Aug 7, 2020
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.