DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

M•••••• T•••••• C•••••

Advisor at T•• W••• C•••••• A••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:27971b41-4cd2-83f2-3954-db0b15599ed6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2011 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: T•• W••• C•••••• A••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 14, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••• C•••••• A••••••• L••	Institutional manager	Jan 30, 2015	n/a	yes	OVERLAND PARK, KS	Current employment
C••• C•••••• M••••••••• L••	n/a	Sep 24, 2011	Mar 18, 2015	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• C•••••• M••••••••• L••	T•• W••• C•••••• A••••••• L••	Mar 18, 2015	Jan 30, 2015	-47	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
148421:154543:KS:2015-03-18	Mar 18, 2015	Jan 30, 2015	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (2)

→ T•• W••• C•••••• A••••••• L••Registered adviserregistration: current employment
Jan 30, 2015 to presentfactForm ADV
→ C••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 24, 2011 to Mar 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27971b41-4cd2-83f2-3954-db0b15599ed6
First observed: Sep 24, 2011
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.