DFX Intelligence

C•••••• L••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

C•••••• L••• H••••••

Advisor at D•••• F••••••••• L••

LEES SUMMIT, MO

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Search this name across graphsid dfx:ria:466f222e-8a2a-b300-7c28-504729d0dda2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2021 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•••• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• F••••••••• L••	State registered	Mar 11, 2022	n/a	yes	LEES SUMMIT, MO	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Sep 7, 2021	Sep 30, 2021	no	BLUE SPRINGS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	D•••• F••••••••• L••	Sep 30, 2021	Mar 11, 2022	162	Firm change	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
13609:315032:MO:2021-09-30	Sep 30, 2021	Mar 11, 2022	BLUE SPRINGS, MO	Firm change

Relationships

Registered with (2)

→ D•••• F••••••••• L••Registered adviserregistration: current employment
Mar 11, 2022 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 7, 2021 to Sep 30, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:466f222e-8a2a-b300-7c28-504729d0dda2
First observed: Sep 7, 2021
Last observed: Sep 14, 2026 9 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.