DFX Intelligence

T••••• E••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

T••••• E••••• B••••

Advisor at T• R••• P•••• A••••••••• I•••

Mission Hills, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2012 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• R••• P•••• A••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Oct 19, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••••• I•••	Asset manager	Apr 11, 2017	n/a	yes	Mission Hills, KS	Current employment
N•••••••• B••••• B• L••	No RAUM reported	Apr 8, 2014	Jul 27, 2015	no	FAIRWAY, KS\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• B••••• B• L••	T• R••• P•••• A••••••••• I•••	Jul 27, 2015	Apr 11, 2017	624	Firm change after gap	Other
C••••• C••••••• L••	N•••••••• B••••• B• L••	Apr 18, 2014	Apr 8, 2014

Relationships

Registered with (3)

→ T• R••• P•••• A••••••••• I•••Registered adviserregistration: current employment
Apr 11, 2017 to presentfactForm ADV
→ N•••••••• B••••• B• L••Registered adviserregistration: previous registration
Apr 8, 2014 to Jul 27, 2015factForm ADV
→ C••••• C••••••• L••Registered adviserregistration: previous registration
Jan 12, 2012 to Apr 18, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 12, 2012
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.