DFX Intelligence

D•••• R••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D•••• R••• G••••••

Advisor at K••• P•••••••

KANSAS CITY, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 6, 2021 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: K••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••• P•••••••	State registered	Jun 11, 2024	n/a	yes	KANSAS CITY, MO	Current employment
A• E••••••••• L••• F••••••••• L••	Independent wealth	May 13, 2022	Apr 30, 2024	no	INDIANAPOLIS, IN\|Gladstone, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• E••••••••• L••• F••••••••• L••	K••• P•••••••	Apr 30, 2024	Jun 11, 2024	42	Firm change	RIA to state RIA
G•• S••••••••• I•••	A• E••••••••• L••• F••••••••• L••	May 12, 2022	May 13, 2022

Relationships

Registered with (3)

→ K••• P•••••••Registered adviserregistration: current employment
Jun 11, 2024 to presentfactForm ADV
→ A• E••••••••• L••• F••••••••• L••Registered adviserregistration: previous registration
May 13, 2022 to Apr 30, 2024factForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
May 6, 2021 to May 12, 2022factForm ADV

Dated events

Order

Occurred
30 Apr 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
12 May 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 6, 2021
Last observed: Sep 14, 2026 10 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.