DFX Intelligence

F••••••••• O••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

F••••••••• O••••••••• L••

CRD 290053

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:56fb6c42-94da-ed78-4fdd-6c44a2dbd54c

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2026 to Mar 11, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $30.5M••• Locked
Discretionary RAUM: $30.5M
Private client RAUM: $30.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
F•••• E•••• M•••	n/a	OVERLAND PARK, KS	8	39	1	yes
J•• M•••	n/a	OVERLAND PARK, KS	3	10

Relationships

Registered with (3)

← J•• M•••Advisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← F•••• E•••• M•••Advisorregistration: current employment
Mar 29, 2018 to presentfactForm ADV
← M•••••• B•••• K•••Advisorregistration: previous registration
Apr 19, 2018 to Jul 31, 2022factForm ADV

Dated events

Occurred
Jul 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56fb6c42-94da-ed78-4fdd-6c44a2dbd54c
First observed: Mar 11, 2026
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.