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M•••• N••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

M•••• N••••• S••••••

Advisor at M•••••• F•••••••• G•••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:b91270e0-52e9-9f1c-6ec9-ec937ae2e3af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 16, 2007 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•••••• F•••••••• G•••• L••
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: Jan 16, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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
M•••••• F•••••••• G•••• L••	Independent wealth	Dec 4, 2019	n/a	yes	OVERLAND PARK, KS	Current employment
C••••••••• S••••••••• L••	Bd affiliated wealth	Aug 3, 2011	Dec 5, 2019	no

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
C••••••••• S••••••••• L••	M•••••• F•••••••• G•••• L••	Dec 5, 2019	Dec 4, 2019	-1	Firm change	Ibd to RIA
I••••••••• A••••••• C•••	C••••••••• S••••••••• L••	Aug 3, 2011

Relationships

Registered with (3)

→ M•••••• F•••••••• G•••• L••Registered adviserregistration: current employment
Dec 4, 2019 to presentfactForm ADV
→ C••••••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 3, 2011 to Dec 5, 2019factForm ADV
→ I••••••••• A••••••• C•••Registered adviserregistration: previous registration
Feb 16, 2007 to Aug 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b91270e0-52e9-9f1c-6ec9-ec937ae2e3af
First observed: Feb 16, 2007
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.