DFX Intelligence

B•••• L•• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

B•••• L•• H•••••••

Advisor at M••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:774659e4-4471-5d98-fdf9-7e698b0b291a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2003 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Dec 17, 2015	n/a	yes	OVERLAND PARK, KS	Current employment
M•••••• I••••••••• L••	Former SEC adviser	Nov 17, 2014	Dec 31, 2015	no	LEAWOOD, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• I••••••••• L••	M••••••	Dec 31, 2015	Dec 17, 2015	-14	Firm change	Other
F••••••• W••••• M••••••••• L••	M•••••• I••••••••• L••	Dec 10, 2014	Nov 17, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
152607:140195:KS:2015-12-31	Dec 31, 2015	Dec 17, 2015	LEAWOOD, KS	Firm change

Relationships

Registered with (4)

→ M••••••Registered adviserregistration: current employment
Dec 17, 2015 to presentfactForm ADV
→ M•••••• I••••••••• L••Registered adviserregistration: previous registration
Nov 17, 2014 to Dec 31, 2015factForm ADV
→ F••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 9, 2013 to Dec 10, 2014factForm ADV
→ S••••••••• A•••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:774659e4-4471-5d98-fdf9-7e698b0b291a
First observed: Jul 23, 2003
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.