DFX Intelligence
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Feed of 09/24/2026
Also filed as P•••••• W•••
At current firm
0 y
since Sep 23, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- O••••••••• institutional currentsince Sep 23, 2026 · Overland Park, Ks
- P•••• C•••••• F•••••••• mixed wealthNov 16, 2024 to Apr 2, 2026 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- P•••• C•••••• F•••••••• to O•••••••••left Apr 2, 2026, registered Sep 23, 2026 (174 days) · Other
Signals
- ••• LockedSep 23, 2026 · Advisor registered · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address