DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

T••••• M••• D•••••••

Advisor at D••••••• I••••••••• G••••

WICHITA, KS

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Search this name across graphsid dfx:ria:360db5f6-4df9-bf91-b09b-12d425157ccf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 17, 1998 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: D••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••• I••••••••• G••••	Independent wealth	Jul 1, 2024	n/a	yes	WICHITA, KS	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 25, 2017	Jul 3, 2024	no	WICHITA, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	D••••••• I••••••••• G••••	Jul 3, 2024	Jul 1, 2024	-2	Firm change	Ibd to new firm
W•••• F•••• A•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Apr 25, 2017	Apr 25, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:331223:KS:2024-07-01	Jul 3, 2024	Jul 1, 2024	WICHITA, KS	Firm change
11025:149018:KS:2017-04-25	Apr 25, 2017	Apr 25, 2017	WICHITA, KS	Firm change
19616:11025:KS:2015-03-06	Mar 6, 2015	Mar 6, 2015	WICHITA, KS	Firm change

Relationships

Registered with (6)

→ D••••••• I••••••••• G••••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 25, 2017 to Jul 3, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 6, 2015 to Apr 25, 2017factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:360db5f6-4df9-bf91-b09b-12d425157ccf
First observed: Sep 17, 1998
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.