C••••• R••••••• S••••••

C••••••• P•••••••independent RIAOverland Park, KsIA-onlyIAPD 6828533

Certified Financial Planner

Feed of 09/14/2026

At current firm

3 y

since Jan 10, 2023

In the industry

12 y

since May 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• P••••••• independent RIA current
since Jan 10, 2023 · Overland Park, Ks
C••••••••• F•••••••• N•••••• national BD
Oct 25, 2018 to Dec 22, 2022 · Overland Park, Ks
H•••••••• A•••••••• L•• BD affiliated
Apr 27, 2018 to Sep 21, 2018 · Mission Woods, Ks

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to C••••••• P•••••••
left Dec 22, 2022, registered Jan 10, 2023 (19 days) · Affiliated broker-dealer or bank to independent RIA
H•••••••• A•••••••• L•• to C••••••••• F•••••••• N••••••
left Sep 21, 2018, registered Oct 25, 2018 (34 days) · Affiliated broker-dealer or bank to another

Signals

••• Locked
Dec 22, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address