B••••• N• R••••

Advisor at M••••• S••••••

Overland park, KS | Watertown, NY

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:3821ad15-4f29-7e26-ed09-181d1f628d0d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 27, 2018 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Feb 15, 2023	n/a	yes	Watertown, NY\|Overland park, KS	Current employment
B•••••• I•••	Former SEC adviser	Dec 27, 2018	Nov 16, 2022	no	OVERLAND PARK, KS\|Leawood, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• I•••	M••••• S••••••	Nov 16, 2022	Feb 15, 2023	91	Firm change	RIA to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
168604:149777:KS:2022-11-16	Nov 16, 2022	Feb 15, 2023	LEAWOOD, KS	Firm change

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ B•••••• I•••Registered adviserregistration: previous registration
Dec 27, 2018 to Nov 16, 2022factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
B••••• N• R•••• left B•••••• I••• for M••••• S•••••• (registered 2023-02-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3821ad15-4f29-7e26-ed09-181d1f628d0d
First observed: Dec 27, 2018
Last observed: Sep 15, 2026 7 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.