DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

B••••• E•••••••• B••••

Advisor at L••••• I••••••••• P•••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:8bc95cca-5760-5793-5361-89e1f881dbd6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 24, 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: L••••• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom 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
L••••• I••••••••• P•••••••• L••	Independent wealth	Jan 13, 2016	n/a	yes	OVERLAND PARK, KS	Current employment
L••••• I••••••••• P•••••••• L••	Independent wealth	Oct 29, 2004	Dec 31, 2015	no	LEAWOOD, KS\|LEAWOOD, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• S••••••• L••	L••••• I••••••••• P•••••••• L••	Apr 2, 2004	Oct 29, 2004	210	Firm change	Other
W•••• F•••• A•••••••	C••••• I••••••••• S••••••• L••	Sep 25, 2003	Sep 16, 2003

Relationships

Registered with (3)

→ L••••• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Oct 29, 2004 to Dec 31, 2015factForm ADV
→ C••••• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Sep 16, 2003 to Apr 2, 2004factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 24, 2000 to Sep 25, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bc95cca-5760-5793-5361-89e1f881dbd6
First observed: Jul 24, 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.