DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

B•••• D• M•••••••••

Advisor at T•• W••• C•••••• A••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a76d5f60-0727-7774-efb7-09bd6c399bf5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2005 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: T•• W••• C•••••• A••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••• C•••••• A••••••• L••	Institutional manager	Jun 11, 2020	n/a	yes	OVERLAND PARK, KS	Current employment
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Aug 8, 2005	Nov 27, 2019	no	OVERLAND PARK, KS\|OVERLAND PARK, KS\|SPRINGFIELD, MO\|W•••WOOD, KS\|TOPEKA, KS\|W••• DES MOINES, IA\|TOPEKA, KS\|TOPEKA, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• I•••	T•• W••• C•••••• A••••••• L••	Nov 27, 2019	Jun 11, 2020	197	Firm change	Other

Relationships

Registered with (2)

→ T•• W••• C•••••• A••••••• L••Registered adviserregistration: current employment
Jun 11, 2020 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 8, 2005 to Nov 27, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a76d5f60-0727-7774-efb7-09bd6c399bf5
First observed: Aug 8, 2005
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.