M••• V•••••

Advisor at M••••••

Overland Park, KS | Orlando, FL

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 28, 2020 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Dec 23, 2025	n/a	yes	Overland Park, KS\|Orlando, FL	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 3, 2023	Jul 16, 2025	no	GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	M••••••	Jul 16, 2025	Dec 23, 2025	160	Firm change	Ibd to ibd
P••••••• C•••••• A••••••• C•••••••••	E•••••• A••••••• G••••• L••	Apr 3, 2023	Apr 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
112058:140195:CO:2025-07-16	Jul 16, 2025	Dec 23, 2025	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 3, 2023 to Jul 16, 2025factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Oct 28, 2020 to Apr 3, 2023factForm ADV

Dated events

Order

Occurred
16 Jul 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 28, 2020
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.