T••••• G•••••

Advisor at M•••••• W•••••

Overland Park, KS

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:62630515-173e-2177-8d6a-a5446d1e2978

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2022 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: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W•••••	No RAUM reported	Jun 23, 2025	n/a	yes	Overland Park, KS	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Jan 21, 2022	Jun 20, 2025	no	Tulsa, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	M•••••• W•••••	Jun 20, 2025	Jun 23, 2025	3	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
104556:289886:OK:2025-06-20	Jun 20, 2025	Jun 23, 2025	TULSA, OK	Firm change

Relationships

Registered with (2)

→ M•••••• W•••••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 21, 2022 to Jun 20, 2025factForm ADV

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
T••••• G••••• left A•••••• A••••••• S••••••• for M•••••• W••••• (registered 2025-06-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62630515-173e-2177-8d6a-a5446d1e2978
First observed: Jan 21, 2022
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.