DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J•••• C••••••••• I••••

Advisor at P••••••• P••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f6b00f76-9415-8a18-3b6b-881b0a332e59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2000 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: P••••••• P••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• P••••••• L••	Mixed wealth	Apr 30, 2026	n/a	yes	OVERLAND PARK, KS	Current employment
C••••••• P•••••••	Independent wealth	Jan 5, 2015	Aug 2, 2019	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	P••••••• P••••••• L••	Aug 2, 2019	Apr 30, 2026	2,463	Firm change after gap	RIA to RIA
M•• I•••••••• S•••••••• L••	C••••••• P•••••••	Jul 18, 2006	Jan 5, 2015

Relationships

Registered with (4)

→ P••••••• P••••••• L••Registered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Jan 5, 2015 to Aug 2, 2019factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 3, 2000 to Jul 18, 2006factForm ADV
→ L••••• F•••••••• G••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6b00f76-9415-8a18-3b6b-881b0a332e59
First observed: Mar 27, 2000
Last observed: Sep 14, 2026 9 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.