DFX Intelligence

J••••••• M•••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

J••••••• M•••••• F•••••

Advisor at M•••••• W•••••

Overland Park, KS

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Search this name across graphsid dfx:ria:4a52a1b4-6479-bf26-f3c9-1cf1d9b74ef4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2008 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: M•••••• W•••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 24, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W•••••	No RAUM reported	Dec 13, 2023	n/a	yes	Overland Park, KS	Current employment
H••••••• W••••• A•••••••	Independent wealth	Feb 15, 2019	Aug 7, 2020	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• W••••• A•••••••	M•••••• W•••••	Aug 7, 2020	Dec 13, 2023	1,223	Firm change after gap	Other
F••••••••	H••••••• W••••• A•••••••	Dec 21, 2015	Feb 15, 2019

Relationships

Registered with (5)

→ M•••••• W•••••Registered adviserregistration: current employment
Dec 13, 2023 to presentfactForm ADV
→ H••••••• W••••• A•••••••Registered adviserregistration: previous registration
Feb 15, 2019 to Aug 7, 2020factForm ADV
→ F••••••••Registered adviserregistration: previous registration
Mar 27, 2014 to Dec 21, 2015factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a52a1b4-6479-bf26-f3c9-1cf1d9b74ef4
First observed: Jun 11, 2008
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.