DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

M••• E••••• H••••••

Advisor at C••••••••• S••••••••• L••

OVERLAND PARK, KS | Lees Summit, MO

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Search this name across graphsid dfx:ria:72e132a3-816c-24c7-15ce-bce06fc15fc1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 27, 2012 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: C••••••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• S••••••••• L••	Bd affiliated wealth	Sep 9, 2024	n/a	yes	OVERLAND PARK, KS\|Lees Summit, MO	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Nov 27, 2012	Sep 9, 2024	no	Columbus, OH\|Overland Park, KS\|Lees Summit, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	C••••••••• S••••••••• L••	Sep 9, 2024	Sep 9, 2024	0	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ C••••••••• S••••••••• L••Registered adviserregistration: current employment
Sep 9, 2024 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 27, 2012 to Sep 9, 2024factForm ADV

Dated events

Occurred
Sep 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72e132a3-816c-24c7-15ce-bce06fc15fc1
First observed: Nov 27, 2012
Last observed: Sep 15, 2026 7 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.