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

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RIA / WealthAdvisor27 years in industry

T•••••• M•••••• W•••••

Advisor at F•• W••••• P•••••••• I•••

LEAWOOD, KS

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Search this name across graphsid dfx:ria:961edaea-1787-2acf-fe5f-13816ad867b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2009 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: F•• W••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•• W••••• P•••••••• I•••	Independent wealth	May 5, 2020	n/a	yes	LEAWOOD, KS	Current employment
S•••••• A•••••••	Former SEC adviser	Jul 20, 2009	Jun 30, 2020	no	OVERLAND PARK, KS

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• A•••••••	F•• W••••• P•••••••• I•••	Jun 30, 2020	May 5, 2020	-56	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ F•• W••••• P•••••••• I•••Registered adviserregistration: current employment
May 5, 2020 to presentfactForm ADV
→ S•••••• A•••••••Registered adviserregistration: previous registration
Jul 20, 2009 to Jun 30, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:961edaea-1787-2acf-fe5f-13816ad867b0
First observed: Jul 20, 2009
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.