DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

T••••• G•••••• B••••

Advisor at M••••• W••••• M••••••••• L••

KANSAS CITY, MO | BOISE, ID

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Search this name across graphsid dfx:ria:199970e9-d0c2-e997-e7aa-c7d9d8af7f7e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2006 to Sep 15, 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••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 6, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Oct 18, 2024	n/a	yes	BOISE, ID\|KANSAS CITY, MO	Current employment
P•••• F•••••••• C••••••••• L••	Former SEC adviser	Nov 25, 2015	Nov 12, 2024	no	BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• F•••••••• C••••••••• L••	M••••• W••••• M••••••••• L••	Nov 12, 2024	Oct 18, 2024	-25	Firm change	RIA to RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	P•••• F•••••••• C••••••••• L••	Dec 31, 2015	Nov 25, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
282032:324624:ID:2024-11-12	Nov 12, 2024	Oct 18, 2024	BOISE, ID	Firm change

Relationships

Registered with (3)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 18, 2024 to presentfactForm ADV
→ P•••• F•••••••• C••••••••• L••Registered adviserregistration: previous registration
Nov 25, 2015 to Nov 12, 2024factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2006 to Dec 31, 2015factForm ADV

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:199970e9-d0c2-e997-e7aa-c7d9d8af7f7e
First observed: Jan 4, 2006
Last observed: Sep 15, 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.