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G••• M••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

G••• M••••• C••••••

Advisor at L••••••• A•••••••

OVERLAND PARK, KS | Medina, OH

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Search this name across graphsid dfx:ria:51586e0d-93c9-4708-aa83-1b79dd354ef5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2011 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: L••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 30, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• A•••••••	Independent wealth	Jan 2, 2020	n/a	yes	OVERLAND PARK, KS\|Medina, OH	Current employment
N••••••••• S••••••••• L••	No RAUM reported	May 13, 2013	Dec 31, 2019	no	MEDINA, OH\|Brunswick, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• S••••••••• L••	L••••••• A•••••••	Dec 31, 2019	Jan 2, 2020	2	Firm change	Other
E••••• J••••	N••••••••• S••••••••• L••	Jul 5, 2012	May 13, 2013

Relationships

Registered with (3)

→ L••••••• A•••••••Registered adviserregistration: current employment
Jan 2, 2020 to presentfactForm ADV
→ N••••••••• S••••••••• L••Registered adviserregistration: previous registration
May 13, 2013 to Dec 31, 2019factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 4, 2011 to Jul 5, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51586e0d-93c9-4708-aa83-1b79dd354ef5
First observed: Jan 4, 2011
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.