DFX Intelligence

G••••• W•••••• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

G••••• W•••••• P•••••••

Advisor at P•••• C•••••• F••••••••

Tallahassee, FL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:e9727fd3-0a72-df4a-f8e8-f5c1643437c1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 29, 2013 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•••• C•••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Jan 20, 2023	n/a	yes	Tallahassee, FL\|OVERLAND PARK, KS	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Aug 9, 2022	Nov 30, 2022	no	WALTHAM, MA\|Frederick, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	P•••• C•••••• F••••••••	Nov 30, 2022	Jan 20, 2023	51	Firm change	Ibd to RIA
K••••• A••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	Aug 9, 2022	Aug 9, 2022

Relationships

Registered with (8)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Jan 20, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 9, 2022 to Nov 30, 2022factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 19, 2021 to Aug 9, 2022factForm ADV
→ P•••••• F••••••••Registered adviser

Dated events

Occurred
Nov 30, 2022
Advisor changed firm
G••••• W•••••• P••••••• left C••••••••• F•••••••• N•••••• for P•••• C•••••• F•••••••• (registered 2023-01-20)
Form ADVobserved 7 days ago
Occurred
Aug 9, 2022
Advisor changed firm
G••••• W•••••• P••••••• left K••••• A••••••• S•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2022-08-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9727fd3-0a72-df4a-f8e8-f5c1643437c1
First observed: Jan 29, 2013
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.