L••••• P••••

Advisor at D•• W•••••• L••

LENEXA, KS | ATLANTA, GA

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:5095ff43-0d42-ac9d-c273-6356e933acb6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 13, 2007 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: D•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• W•••••• L••	Independent wealth	Jan 2, 2024	n/a	yes	LENEXA, KS\|ATLANTA, GA	Current employment
E••••• F••••••••• L••	Institutional manager	Jul 14, 2023	Dec 15, 2023	no	LITTLETON, CO\|Lenexa, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• F••••••••• L••	D•• W•••••• L••	Dec 15, 2023	Jan 2, 2024	18	Firm change	Other
N•••••• A•••••••	E••••• F••••••••• L••	Nov 29, 2022	Jul 14, 2023

Relationships

Registered with (7)

→ D•• W•••••• L••Registered adviserregistration: current employment
Jan 2, 2024 to presentfactForm ADV
→ E••••• F••••••••• L••Registered adviserregistration: previous registration
Jul 14, 2023 to Dec 15, 2023factForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
Nov 11, 2021 to Nov 29, 2022factForm ADV
→ K••• W••••• A•••••••

Dated events

Occurred
Dec 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5095ff43-0d42-ac9d-c273-6356e933acb6
First observed: Mar 13, 2007
Last observed: Sep 15, 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.