DFX Intelligence

O•••••• D•••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

O•••••• D•••• M•••••••

Advisor at A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••

KANSAS CITY, MO | Kansas City, KS

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Search this name across graphsid dfx:ria:fc193eda-67d5-f856-a8bf-8d5532294c81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2014 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: A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••	Bd affiliated wealth	Mar 26, 2025	n/a	yes	KANSAS CITY, MO\|Kansas City, KS	Current employment

Relationships

Registered with (1)

→ A••••••• C•••••• I••••••••• P•••••• C••••• G••••• I•••Registered adviserregistration: current employment
Mar 26, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc193eda-67d5-f856-a8bf-8d5532294c81
First observed: Aug 1, 2014
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.