DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

C••••••••• K• C•••••••

Advisor at C••••• C•••••• A•••••••

OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 7, 2002 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: C••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• C•••••• A•••••••	Independent wealth	May 1, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
Y•••• W••••• M••••••••• I•••	Independent wealth	Feb 1, 2024	Mar 4, 2024	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Y•••• W••••• M••••••••• I•••	C••••• C•••••• A•••••••	Mar 4, 2024	May 1, 2024	58	Firm change	RIA to RIA
M••••• S••••••	Y•••• W••••• M••••••••• I•••	Sep 8, 2023	Feb 1, 2024

Relationships

Registered with (7)

→ C••••• C•••••• A•••••••Registered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ Y•••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 1, 2024 to Mar 4, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Feb 28, 2023 to Sep 8, 2023factForm ADV
→ B•••••• I•••

Dated events

Order

Occurred
4 Mar 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
8 Sep 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 7, 2002
Last observed: Sep 14, 2026 10 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.