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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

D•••• T••••• W••••

Advisor at O••••••• P••• W••••• M••••••••• L••

O••••••• P•••, KS | Overland Park, 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:27ebb29b-a27f-a4c9-859f-44a21579844d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2014 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: O••••••• P••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
O••••••• P••• W••••• M••••••••• L••	State registered	Jun 12, 2026	n/a	yes	O••••••• P•••, KS	Current employment
D•••••• W••••• L••	State registered	Oct 1, 2024	n/a	yes	Overland Park, 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
C••••••• P•••••••	D•••••• W••••• L••	Apr 29, 2022	Oct 1, 2024	886	Firm change after gap	RIA to state RIA
S•••••• A•••••••	C••••••• P•••••••	Apr 27, 2020

Team moves

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

Team	Left	Joined	From	Kind
111953:105348:KS:2020-04-27	Apr 27, 2020	Apr 30, 2020	O••••••• P•••, KS	Firm change

Relationships

Registered with (4)

→ O••••••• P••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 12, 2026 to presentfactForm ADV
→ D•••••• W••••• L••Registered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Apr 30, 2020 to Apr 29, 2022factForm ADV
→ S•••••• A•••••••

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
D•••• T••••• W•••• left C••••••• P••••••• for D•••••• W••••• L•• (registered 2024-10-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27ebb29b-a27f-a4c9-859f-44a21579844d
First observed: Jan 13, 2014
Last observed: Sep 15, 2026 6 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.