DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

M••••••• E•••••••• T•••••

Advisor at C•••••••

Leawood, KS

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Search this name across graphsid dfx:ria:8ecb8888-6257-464b-3eee-83ec199bc4b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 11, 2002 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Nov 4, 2022	n/a	yes	Leawood, KS	Current employment
D•••• T••••• I••••••••• M••••••••• I•••	Former SEC adviser	Nov 11, 2002	Dec 31, 2022	no	PRAIRIE VILLAGE, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••• T••••• I••••••••• M••••••••• I•••	C•••••••	Dec 31, 2022	Nov 4, 2022	-57	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Nov 4, 2022 to presentfactForm ADV
→ D•••• T••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 11, 2002 to Dec 31, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ecb8888-6257-464b-3eee-83ec199bc4b8
First observed: Nov 11, 2002
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.