DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

C••••••• W•••• C•••••

Advisor at B••••••••• W••••• A•••••••• L••

WHEATON, IL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:19518734-c75d-0073-9c14-70730e58b89b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2003 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: B••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Oct 7, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• A•••••••• L••	No RAUM reported	Jan 10, 2023	n/a	yes	OVERLAND PARK, KS\|WHEATON, IL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 9, 2022	Mar 21, 2023	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B••••••••• W••••• A•••••••• L••	Mar 21, 2023	Jan 10, 2023	-70	Firm change after gap	Ibd to RIA
H•••••• T••••••• • K•••• L••	L•• F•••••••• L••	Aug 25, 2005	Jun 9, 2022

Relationships

Registered with (4)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 10, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 9, 2022 to Mar 21, 2023factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Jun 30, 2005 to Aug 25, 2005factForm ADV
→ V•••• F•••••••• A•••••••• I•••

Dated events

Occurred
Mar 21, 2023
Advisor changed firm
C••••••• W•••• C••••• left L•• F•••••••• L•• for B••••••••• W••••• A•••••••• L•• (registered 2023-01-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19518734-c75d-0073-9c14-70730e58b89b
First observed: Oct 7, 2003
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.