DFX Intelligence

T•••••• C•••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

T•••••• C•••••• W•••••

Advisor at N••••••• W••••• M•••••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:9190c6d3-b6c7-2a92-f8ec-f694ecbe166f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2008 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••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
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: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• W••••• M•••••••••	Independent wealth	Apr 6, 2021	n/a	yes	OVERLAND PARK, KS	Current employment
M••••••••• W••••• A••••••• G••••	Independent wealth	Mar 20, 2020	Mar 26, 2021	no	KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• W••••• A••••••• G••••	N••••••• W••••• M•••••••••	Mar 26, 2021	Apr 6, 2021	11	Firm change	Other
C••••••• P•••••••	M••••••••• W••••• A••••••• G••••	Dec 20, 2019	Mar 20, 2020

Relationships

Registered with (4)

→ N••••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 6, 2021 to presentfactForm ADV
→ M••••••••• W••••• A••••••• G••••Registered adviserregistration: previous registration
Mar 20, 2020 to Mar 26, 2021factForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Dec 27, 2016 to Dec 20, 2019factForm ADV
→ I•••••• W••••• M••••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9190c6d3-b6c7-2a92-f8ec-f694ecbe166f
First observed: Sep 4, 2008
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.