DFX Intelligence

R•••••• K••• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

R•••••• K••• J••••••

Advisor at P•• W••••• M•••••••••

OVERLAND PARK, KS | Lombard, IL

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Search this name across graphsid dfx:ria:e81f2ef2-6cf6-b931-d592-0490555efc52

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 23, 1998 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: P•• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Independent wealth	Jan 4, 2018	n/a	yes	OVERLAND PARK, KS\|Lombard, IL	Current employment
G••• L••• A•••••••• L••	Independent wealth	Dec 4, 2017	Jan 4, 2018	no	Westchester, IL\|CELEBRATION, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••• L••• A•••••••• L••	P•• W••••• M•••••••••	Jan 4, 2018	Jan 4, 2018	0	Firm change	Other
W•••••• • R•••	G••• L••• A•••••••• L••	Dec 12, 2017	Dec 4, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
171898:290977:FL:2018-01-04	Jan 4, 2018	Jan 4, 2018	CELEBRATION, FL	Firm change
866:171898:IL:2017-12-07	Dec 12, 2017	Dec 4, 2017	OAK BROOK TERRACE, IL	Firm change

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 4, 2018 to presentfactForm ADV
→ G••• L••• A•••••••• L••Registered adviserregistration: previous registration
Dec 4, 2017 to Jan 4, 2018factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jan 23, 1998 to Dec 12, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e81f2ef2-6cf6-b931-d592-0490555efc52
First observed: Jan 23, 1998
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.