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M••• T••••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

M••• T••••• B••••••••

Advisor at A•••••• F••••••••• I•••

FOUNTAIN HILLS, AZ | Wichita, KS

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Search this name across graphsid dfx:ria:6293c864-67a8-adff-b0cc-0ad62a5138c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2004 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: A•••••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 15, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• F••••••••• I•••	Independent wealth	Dec 3, 2020	n/a	yes	Wichita, KS\|FOUNTAIN HILLS, AZ	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Mar 28, 2016	Oct 11, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	A•••••• F••••••••• I•••	Oct 11, 2019	Dec 3, 2020	419	Firm change after gap	RIA to RIA
A••••••• A••••••• S•••••••	A•••••••• C•••••• M•••••••••	Mar 29, 2016

Relationships

Registered with (9)

→ A•••••• F••••••••• I•••Registered adviserregistration: current employment
Dec 3, 2020 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 28, 2016 to Oct 11, 2019factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Nov 11, 2010 to Mar 29, 2016factForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6293c864-67a8-adff-b0cc-0ad62a5138c4
First observed: Sep 13, 2004
Last observed: Sep 14, 2026 7 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.