DFX Intelligence

T•••••• S•••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

T•••••• S•••••• D•••••

Advisor at M•••••• I••••••••• L••

Winter Park, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:ce3cd433-589f-2c9f-ad98-f0b9d5f5cf25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 4, 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•••••• I••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I••••••••• L••	Other adviser	Oct 31, 2024	n/a	yes	Winter Park, KS	Current employment
M••••••	Bd affiliated wealth	Jun 28, 2018	n/a	yes	OVERLAND PARK, KS	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• R••••••••• A•••••••• L••	M••••••	Jul 3, 2018	Jun 28, 2018	-5	Firm change	Other
C••••••• P••••••• I••••••••• A•••••••• L••	M•••••• R••••••••• A•••••••• L••	Oct 7, 2014	Oct 21, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
172372:140195:KS:2018-07-03	Jul 3, 2018	Jun 28, 2018	LEAWOOD, KS	Firm change

Relationships

Registered with (5)

→ M•••••• I••••••••• L••Registered adviserregistration: current employment
Oct 31, 2024 to presentfactForm ADV
→ M••••••Registered adviserregistration: current employment
Jun 28, 2018 to presentfactForm ADV
→ M•••••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 21, 2014 to Jul 3, 2018factForm ADV
→ C••••••• P••••••• I••••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce3cd433-589f-2c9f-ad98-f0b9d5f5cf25
First observed: Jul 4, 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.