DFX Intelligence

K••• L••••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K••• L••••••• M••••••

Advisor at M••••• W••••• M••••••••• L••

KANSAS CITY, MO | Troy, MI

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Search this name across graphsid dfx:ria:badd9c99-34a2-f6f2-7f7e-aa73c1c60788

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2022 to Sep 15, 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••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Aug 25, 2023	n/a	yes	Troy, MI\|KANSAS CITY, MO	Current employment
B••••• F•••••••• G••••	Former SEC adviser	Jan 6, 2022	Dec 7, 2023	no	LENEXA, KS\|TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• G••••	M••••• W••••• M••••••••• L••	Dec 7, 2023	Aug 25, 2023	-104	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
152043:324624:KS:2023-12-07	Dec 7, 2023	Aug 25, 2023	LENEXA, KS	Firm change after gap

Relationships

Registered with (2)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 25, 2023 to presentfactForm ADV
→ B••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 6, 2022 to Dec 7, 2023factForm ADV

Dated events

Occurred
Dec 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:badd9c99-34a2-f6f2-7f7e-aa73c1c60788
First observed: Jan 6, 2022
Last observed: Sep 15, 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.