DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

W•••••• M•••••• M••••••

Advisor at M• H••••••• S••••••••• I•••

Prairie Village, KS

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Search this name across graphsid dfx:ria:27862e00-c7ea-c838-564c-75f9a54e2bf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2013 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: M• H••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• H••••••• S••••••••• I•••	Bd affiliated wealth	Mar 9, 2017	n/a	yes	Prairie Village, KS	Current employment
N•••••• W••••• G••••• L••	Former SEC adviser	Aug 20, 2014	Feb 3, 2017	no	FAIRWAY, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• W••••• G••••• L••	M• H••••••• S••••••••• I•••	Feb 3, 2017	Mar 9, 2017	34	Firm change	Other
I••••••••• F•••••••• P•••••••	N•••••• W••••• G••••• L••	Dec 1, 2014	Aug 20, 2014

Relationships

Registered with (3)

→ M• H••••••• S••••••••• I•••Registered adviserregistration: current employment
Mar 9, 2017 to presentfactForm ADV
→ N•••••• W••••• G••••• L••Registered adviserregistration: previous registration
Aug 20, 2014 to Feb 3, 2017factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Mar 13, 2013 to Dec 1, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27862e00-c7ea-c838-564c-75f9a54e2bf3
First observed: Mar 13, 2013
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.