DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

B••• A• G••••••••

Advisor at M•••• • S•••••• W••••• M•••••••••

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:9dde1208-1e6f-f437-4841-7c4d8b3ed7b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2004 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: M•••• • S•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• • S•••••• W••••• M•••••••••	Independent wealth	Mar 30, 2005	n/a	yes	KANSAS CITY, MO	Current employment
F•••• A••••••• F•••••••• A•••••••• I•••	State registered	Aug 18, 2004	Mar 18, 2005	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• A••••••• F•••••••• A•••••••• I•••	M•••• • S•••••• W••••• M•••••••••	Mar 18, 2005	Mar 30, 2005	12	Firm change	Other

Relationships

Registered with (2)

→ M•••• • S•••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 30, 2005 to presentfactForm ADV
→ F•••• A••••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 18, 2004 to Mar 18, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9dde1208-1e6f-f437-4841-7c4d8b3ed7b0
First observed: Aug 18, 2004
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.