DFX Intelligence

M•••••• P•••••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

M•••••• P•••••• W••••••

Advisor at D•••• W••••• M•••••••••

Kansas City, MO | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:680e814b-4c63-53ee-3025-bd4ca09ea70b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 4, 2000 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: D•••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• W••••• M•••••••••	Independent wealth	Feb 22, 2022	n/a	yes	Kansas City, MO\|KANSAS CITY, MO	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 4, 2000	Aug 17, 2004	no	FT. LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	D•••• W••••• M•••••••••	Aug 17, 2004	Feb 22, 2022	6,398	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ D•••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 22, 2022 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 4, 2000 to Aug 17, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:680e814b-4c63-53ee-3025-bd4ca09ea70b
First observed: May 4, 2000
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.