DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

T•••• J•• B•••••

Advisor at M••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:12b0f928-0151-0326-7dcd-00f9dbda92a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2015 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 6, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Aug 25, 2022	n/a	yes	OVERLAND PARK, KS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 8, 2021	Aug 31, 2022	no	FORT MILL, SC\|Shawnee Mission, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M••••••	Aug 31, 2022	Aug 25, 2022	-6	Firm change	RIA to ibd
W•••••• • R•••	L•• F•••••••• L••	Sep 14, 2021	Oct 8, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
866:6413:KS:2021-08-23	Sep 14, 2021	Oct 8, 2021	OVERLAND PARK, KS	Firm change

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Aug 25, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 8, 2021 to Aug 31, 2022factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jan 23, 2015 to Sep 14, 2021factForm ADV

Dated events

Occurred
Aug 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12b0f928-0151-0326-7dcd-00f9dbda92a3
First observed: Jan 23, 2015
Last observed: Sep 14, 2026 9 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.