DFX Intelligence

B•••• K•••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

B•••• K•••• W•••••

Advisor at C••••••••• W•••••• L••

OVERLAND PARK, KS | Fort Worth, TX

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Search this name across graphsid dfx:ria:65c43d5a-0180-2255-9f17-881fed10769a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 7, 2011 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•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 15, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W•••••• L••	Independent wealth	Jun 25, 2024	n/a	yes	OVERLAND PARK, KS\|Fort Worth, TX	Current employment
W••• W•••••• L••	Former SEC adviser	May 14, 2023	Feb 4, 2025	no	LEE'S SUMMIT, MO\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• W•••••• L••	C••••••••• W•••••• L••	Feb 4, 2025	Jun 25, 2024	-224	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W••• W•••••• L••	May 16, 2023	May 14, 2023

Relationships

Registered with (5)

→ C••••••••• W•••••• L••Registered adviserregistration: current employment
Jun 25, 2024 to presentfactForm ADV
→ W••• W•••••• L••Registered adviserregistration: previous registration
May 14, 2023 to Feb 4, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 7, 2016 to May 16, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65c43d5a-0180-2255-9f17-881fed10769a
First observed: Jan 7, 2011
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.