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T••••• R••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

T••••• R••••• S••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | MCLEAN, VA

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Search this name across graphsid dfx:ria:f7d130dc-f8f9-9998-7097-dda02f4830d5

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 2, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Apr 20, 2021	n/a	yes	OVERLAND PARK, KS\|MCLEAN, VA	Current employment
S••• F•••••••• A•••••••	Former SEC adviser	Aug 2, 2011	Apr 13, 2021	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• F•••••••• A•••••••	C••••••• P•••••••	Apr 13, 2021	Apr 20, 2021	7	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
109732:105348:VA:2021-04-13	Apr 13, 2021	Apr 20, 2021	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Apr 20, 2021 to presentfactForm ADV
→ S••• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 2, 2011 to Apr 13, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7d130dc-f8f9-9998-7097-dda02f4830d5
First observed: Aug 2, 2011
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.