A••••• M•••••••

Advisor at P•••• C•••••• F••••••••

OVERLAND PARK, KS | Wichita, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:edef2604-ba6c-c1af-cd12-a2e5fa5e5cd0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2011 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: Nov 15, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• F••••••••	Mixed wealth	Mar 21, 2020	n/a	yes	OVERLAND PARK, KS\|Wichita, KS	Current employment
B•••••••• L••	Independent wealth	Aug 31, 2017	Mar 13, 2020	no	Wichita, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• L••	P•••• C•••••• F••••••••	Mar 13, 2020	Mar 21, 2020	8	Firm change	Other
F•••••••• L••	B•••••••• L••	Sep 11, 2015	Aug 31, 2017

Relationships

Registered with (4)

→ P•••• C•••••• F••••••••Registered adviserregistration: current employment
Mar 21, 2020 to presentfactForm ADV
→ B•••••••• L••Registered adviserregistration: previous registration
Aug 31, 2017 to Mar 13, 2020factForm ADV
→ F•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2013 to Sep 11, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:edef2604-ba6c-c1af-cd12-a2e5fa5e5cd0
First observed: Nov 16, 2011
Last observed: Sep 15, 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.