DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

M••••• L• M•••••

Advisor at E•••••••• W••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:24f597e8-1c9c-b6c0-31d3-c586bf90b4c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 11, 2018 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: E•••••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• L••	State registered	Jul 1, 2026	n/a	yes	OVERLAND PARK, KS	Current employment
S•••••• P•••••••• L••	Independent wealth	Jul 15, 2024	Apr 8, 2026	no	Overland Park, KS\|OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••••• L••	E•••••••• W••••• L••	Apr 8, 2026	Jul 1, 2026	84	Firm change	RIA to state RIA
W••• W•••••• L••	S•••••• P•••••••• L••	Jan 5, 2024	Jul 15, 2024

Relationships

Registered with (4)

→ E•••••••• W••••• L••Registered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ S•••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 15, 2024 to Apr 8, 2026factForm ADV
→ W••• W•••••• L••Registered adviserregistration: previous registration
Mar 9, 2023 to Jan 5, 2024factForm ADV
→ B••••••••• C•••••• M••••••••• L••

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24f597e8-1c9c-b6c0-31d3-c586bf90b4c2
First observed: Jun 11, 2018
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.