K•••• M• L••••

Advisor at O•••••••••

Sarasota, FL | 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:631f0c5e-7ae0-f8fb-7875-fbc33341c66e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2017 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Dec 18, 2025	n/a	yes	Sarasota, FL\|OVERLAND PARK, KS	Current employment
G••••••••• W••••• P••••••• L••	Former SEC adviser	Apr 23, 2018	Dec 1, 2022	no	SARASOTA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••••• W••••• P••••••• L••	O•••••••••	Dec 1, 2022	Dec 18, 2025	1,113	Firm change after gap	Other
H••••• R••••	G••••••••• W••••• P••••••• L••	Jul 11, 2018	Apr 23, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
294608:106766:FL:2022-12-01	Dec 1, 2022	Dec 18, 2025	SARASOTA, FL	Firm change after gap
170037:294608:NC:2018-07-10	Jul 11, 2018	Apr 23, 2018	CHARLOTTE, NC	Firm change after gap

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ G••••••••• W••••• P••••••• L••Registered adviserregistration: previous registration
Apr 23, 2018 to Dec 1, 2022factForm ADV
→ H••••• R••••Registered adviserregistration: previous registration
Aug 29, 2017 to Jul 11, 2018factForm ADV

Dated events

Occurred
Dec 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:631f0c5e-7ae0-f8fb-7875-fbc33341c66e
First observed: Aug 29, 2017
Last observed: Sep 14, 2026 9 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.