DFX Intelligence

M••• P•••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M••• P•••••• S•••••••

Advisor at O•••••••••

OVERLAND PARK, KS | DANVERS, MA

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Search this name across graphsid dfx:ria:de855541-1f03-9fce-2732-d991ed220f88

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2018 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
O•••••••••	Institutional manager	Jul 12, 2022	n/a	yes	DANVERS, MA\|OVERLAND PARK, KS	Current employment
T•••••••• F••••••••• I•••	Former SEC adviser	Sep 24, 2018	Dec 31, 2023	no	DANVERS, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• F••••••••• I•••	O•••••••••	Dec 31, 2023	Jul 12, 2022	-537	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
186511:106766:MA:2023-12-31	Dec 31, 2023	Jul 12, 2022	DANVERS, MA	Firm change after gap

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Jul 12, 2022 to presentfactForm ADV
→ T•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Sep 24, 2018 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de855541-1f03-9fce-2732-d991ed220f88
First observed: Sep 24, 2018
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.