A••••• D••••••

Advisor at N••• B•••• W•••••

GLADSTONE, MO

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:74cc4477-71d3-93bf-95a3-f6eaa412d4a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2018 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: N••• B•••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
N••• B•••• W•••••	State registered	Aug 29, 2022	n/a	yes	GLADSTONE, MO	Current employment
C••••• F••••••••	Independent wealth	Oct 16, 2018	Jul 22, 2022	no	LENEXA, KS\|LENEXA, KS\|Kansas City, MO\|Kansas City, MO\|Lee's Summit, MO\|Lenexa, KS\|Lee's Summit, MO\|Overland Park, KS\|Kansas City, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• F••••••••	N••• B•••• W•••••	Jul 22, 2022	Aug 29, 2022	38	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ N••• B•••• W•••••Registered adviserregistration: current employment
Aug 29, 2022 to presentfactForm ADV
→ C••••• F••••••••Registered adviserregistration: previous registration
Oct 16, 2018 to Jul 22, 2022factForm ADV

Dated events

Occurred
Jul 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74cc4477-71d3-93bf-95a3-f6eaa412d4a6
First observed: Oct 16, 2018
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.