DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
E•••• D••• W••••••
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedprimefinancialnwa.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedprimefinancialnwa.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedprimefinancialnwa.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedprimefinancial.comfirm site, Sep 24, 2026
At current firm
6 y
since Mar 11, 2020
In the industry
14 y
since Jan 1, 2012 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- FINANCIAL ADVISORreportedprimefinancial.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- P•••• C•••••• F•••••••• mixed wealth currentsince Mar 11, 2020 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address