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T••• D•••• K•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

T••• D•••• K•••

Advisor at C•••••••

Leawood, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19ec26aa-85ae-3855-3d33-782d6c5f3505

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Feb 22, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T••• D•••• K•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

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
C•••••••	Institutional manager	Aug 19, 2022	n/a	yes	Leawood, KS	Current employment
F••••••• W••••• M••••••••• L••	Former SEC adviser	Sep 13, 2007	Oct 21, 2022	no	LEAWOOD, KS

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
F••••••• W••••• M••••••••• L••	C•••••••	Oct 21, 2022	Aug 19, 2022	-63	Firm change after gap	Other
A•••• W••••• M••••••••• I•••	F••••••• W••••• M••••••••• L••	Sep 7, 2007

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
144344:175112:KS:2022-10-21	Oct 21, 2022	Aug 19, 2022	LEAWOOD, KS	Firm change after gap

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Aug 19, 2022 to presentfactForm ADV
→ F••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 13, 2007 to Oct 21, 2022factForm ADV
→ A•••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 22, 2005 to Sep 7, 2007factForm ADV

Dated events

Occurred
Oct 21, 2022
Advisor changed firm
T••• D•••• K••• left F••••••• W••••• M••••••••• L•• for Captrust (registered 2022-08-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19ec26aa-85ae-3855-3d33-782d6c5f3505
First observed: Feb 22, 2005
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.