DFX Intelligence

B•••• M•••• W•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor39 years in industry

B•••• M•••• W•••••••••

Advisor at F•••••••• T•••• P•••••• W••••• C•••••• L••

SPRINGFIELD, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2005 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: F•••••••• T•••• P•••••• W••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 29, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• T•••• P•••••• W••••• C•••••• L••	State registered	Mar 11, 2022	n/a	yes	SPRINGFIELD, MO	Current employment
O•••• I••••••••• I•••	Bd affiliated wealth	Mar 24, 2020	Dec 31, 2021	no	Overland Park, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• I••••••••• I•••	F•••••••• T•••• P•••••• W••••• C•••••• L••	Dec 31, 2021	Mar 11, 2022	70	Firm change	Ibd to state RIA
B•• I••••••••• S•••••••• I•••	O•••• I••••••••• I•••	Dec 11, 2020	Mar 24, 2020

Relationships

Registered with (6)

→ F•••••••• T•••• P•••••• W••••• C•••••• L••Registered adviserregistration: current employment
Mar 11, 2022 to presentfactForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Mar 24, 2020 to Dec 31, 2021factForm ADV
→ B•• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 9, 2018 to Dec 11, 2020factForm ADV
→ B•••••• • I•••••••• C••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 11, 2005
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.