DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner24 years in industry

A•••••• M••••••• D•••••••

Advisor at D•••• W••••• M•••••••••

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cab2f6ae-372a-957c-16d7-80af3b60b5b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2011 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: D•••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• W••••• M•••••••••	Independent wealth	Apr 25, 2022	n/a	yes	KANSAS CITY, MO	Current employment
E••••• J••••	National bd RIA	Sep 21, 2018	Apr 1, 2022	no	LIBERTY, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	D•••• W••••• M•••••••••	Apr 1, 2022	Apr 25, 2022	24	Firm change	Ibd to RIA
A••••••••• F•••••••• S•••••••• L••	E••••• J••••	Sep 20, 2018	Sep 21, 2018

Relationships

Registered with (3)

→ D•••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 25, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 21, 2018 to Apr 1, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 27, 2011 to Sep 20, 2018factForm ADV

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
A•••••• M••••••• D••••••• left E••••• J•••• for D•••• W••••• M••••••••• (registered 2022-04-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cab2f6ae-372a-957c-16d7-80af3b60b5b5
First observed: Jan 27, 2011
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.