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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

N•••••••• T••••• G•••••

Advisor at R•• W••••• A•••••••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:12402aad-d269-1e2d-8333-eb3159fe4f2c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2016 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: R•• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

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
R•• W••••• A•••••••	Independent wealth	Dec 21, 2022	n/a	yes	ST. LOUIS, MO	Current employment
K••••••	Independent wealth	Feb 23, 2016	Dec 10, 2022	no	saint Peters, MO\|ST. LOUIS, MO

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
K••••••	R•• W••••• A•••••••	Dec 10, 2022	Dec 21, 2022	11	Firm change	RIA to RIA

Relationships

Registered with (2)

→ R•• W••••• A•••••••Registered adviserregistration: current employment
Dec 21, 2022 to presentfactForm ADV
→ K••••••Registered adviserregistration: previous registration
Feb 23, 2016 to Dec 10, 2022factForm ADV

Dated events

Occurred
Dec 10, 2022
Advisor changed firm
N•••••••• T••••• G••••• left Krilogy for R•• W••••• A••••••• (registered 2022-12-21)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12402aad-d269-1e2d-8333-eb3159fe4f2c
First observed: Feb 23, 2016
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.