DFX Intelligence

M••••• D•••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M••••• D•••• H•••

Advisor at C•••••••• W••••• M••••••••• L•••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:6373974b-8088-3d8a-aa07-0fd0fc846634

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 31, 2023 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: C•••••••• W••••• M••••••••• L•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
C•••••••• W••••• M••••••••• L•••	State registered	Oct 30, 2025	n/a	yes	OVERLAND PARK, KS	Current employment
A••••• W••••• P•••••••	Independent wealth	Oct 25, 2024	Oct 16, 2025	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• P•••••••	C•••••••• W••••• M••••••••• L•••	Oct 16, 2025	Oct 30, 2025	14	Firm change	RIA to state RIA
C••• L••	A••••• W••••• P•••••••	Nov 18, 2024	Oct 25, 2024

Relationships

Registered with (3)

→ C•••••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Oct 30, 2025 to presentfactForm ADV
→ A••••• W••••• P•••••••Registered adviserregistration: previous registration
Oct 25, 2024 to Oct 16, 2025factForm ADV
→ C••• L••Registered adviserregistration: previous registration
Jul 31, 2023 to Nov 18, 2024factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
M••••• D•••• H••• left A••••• W••••• P••••••• for C•••••••• W••••• M••••••••• L••• (registered 2025-10-30)
Form ADVobserved 7 days ago
Occurred
Nov 18, 2024
Advisor changed firm
M••••• D•••• H••• left C••• L•• for A••••• W••••• P••••••• (registered 2024-10-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6373974b-8088-3d8a-aa07-0fd0fc846634
First observed: Jul 31, 2023
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.