DFX Intelligence

M•••••• K•••••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

M•••••• K•••••••• C•••••••

Advisor at B•••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:8688b927-2ee4-6fe7-58b1-c6cf935b6b4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 15, 1994 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: B•••
Current firm class: independent 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: 19derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••	Independent wealth	Sep 4, 2007	n/a	yes	OVERLAND PARK, KS	Current employment
A••••••••• A•••••• S•••••••• I•••	n/a	Aug 1, 2003	Sep 10, 2007	no	OVERLAND PARK, KS\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• A•••••• S•••••••• I•••	B•••	Sep 10, 2007	Sep 4, 2007	-6	Firm change	Other
U•• F•••••••• S••••••• I•••	A••••••••• A•••••• S•••••••• I•••	Jun 3, 2003	Aug 1, 2003

Relationships

Registered with (3)

→ B•••Registered adviserregistration: current employment
Sep 4, 2007 to presentfactForm ADV
→ A••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2003 to Sep 10, 2007factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 15, 1994 to Jun 3, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8688b927-2ee4-6fe7-58b1-c6cf935b6b4b
First observed: Nov 15, 1994
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.