A••• D• B•••••

Advisor at A•••• I••••••••• A•••••••• L••

Overland Park, KS | DEERFIELD, IL

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:6774b87c-4f42-ac01-a4d3-588e2f622790

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 19, 2013 to Sep 15, 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•••• I••••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 24, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• I••••••••• A•••••••• L••	Mixed wealth	Jun 25, 2025	n/a	yes	Overland Park, KS\|DEERFIELD, IL	Current employment
T•• A•••••••• L••	Independent wealth	Aug 2, 2022	Jul 9, 2025	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• L••	A•••• I••••••••• A•••••••• L••	Jul 9, 2025	Jun 25, 2025	-14	Firm change	RIA to RIA
A••••••• A••••••• S•••••••• L••	T•• A•••••••• L••	Jun 30, 2023	Aug 2, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
317245:321870:KS:2023-06-30	Jun 30, 2023	Aug 2, 2022	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (5)

→ A•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ T•• A•••••••• L••Registered adviserregistration: previous registration
Aug 2, 2022 to Jul 9, 2025factForm ADV
→ A••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2021 to Jun 30, 2023factForm ADV
→ A••••••• A••••••• S•••••••

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6774b87c-4f42-ac01-a4d3-588e2f622790
First observed: Mar 19, 2013
Last observed: Sep 15, 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.