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

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RIA / WealthAdvisor16 years in industry

T••• L••• L•••••

Advisor at M•••••• I••••••••• L••

Omaha, NE

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Search this name across graphsid dfx:ria:08877c44-2090-b9a3-03a4-9e7c03254871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2010 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: M•••••• I••••••••• L••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I••••••••• L••	Other adviser	Nov 22, 2024	n/a	yes	Omaha, NE	Current employment
M••••••	Bd affiliated wealth	Jun 29, 2018	n/a	yes	Omaha, NE

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• R••••••••• A•••••••• L••	M••••••	Jul 3, 2018	Jun 29, 2018	-4	Firm change	Other
S••••••• F•••••••• S•••••••• I•••	M•••••• R••••••••• A•••••••• L••	Dec 7, 2010

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172372:140195:KS:2018-07-03	Jul 3, 2018	Jun 29, 2018	OVERLAND PARK, KS	Firm change

Relationships

Registered with (4)

→ M•••••• I••••••••• L••Registered adviserregistration: current employment
Nov 22, 2024 to presentfactForm ADV
→ M••••••Registered adviserregistration: current employment
Jun 29, 2018 to presentfactForm ADV
→ M•••••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 9, 2014 to Jul 3, 2018factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08877c44-2090-b9a3-03a4-9e7c03254871
First observed: Jul 16, 2010
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.