DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

A••••••• J••••• K•••

Advisor at L••••••••• I••••••••• M•••••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:ec22734c-f5df-1d72-1ad1-ed0ccff963f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 16, 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: L••••••••• I••••••••• M•••••••••
Current firm class: state registeredderived
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: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••••• I••••••••• M•••••••••	State registered	Jul 1, 2026	n/a	yes	OVERLAND PARK, KS	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 16, 2018	Apr 22, 2026	no	HAYS, KS\|HAYS, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	L••••••••• I••••••••• M•••••••••	Apr 22, 2026	Jul 1, 2026	70	Firm change	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:341515:KS:2026-04-20	Apr 22, 2026	Jul 1, 2026	HAYS, KS	Firm change

Relationships

Registered with (2)

→ L••••••••• I••••••••• M•••••••••Registered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 16, 2018 to Apr 22, 2026factForm ADV

Dated events

Occurred
Apr 22, 2026
Advisor changed firm
A••••••• J••••• K••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L••••••••• I••••••••• M••••••••• (registered 2026-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec22734c-f5df-1d72-1ad1-ed0ccff963f9
First observed: Apr 16, 2018
Last observed: Sep 14, 2026 8 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.