C••••• C••••

Advisor at T••••••••• L••

Kirkwood, MO | BUDA, TX

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:d3721ac6-b35b-2841-0e59-53c9bb768b96

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 21, 2016 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: T••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• L••	Independent wealth	Oct 17, 2022	n/a	yes	BUDA, TX\|Kirkwood, MO	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Jul 29, 2022	Jan 18, 2023	no	TOPEKA, KS\|Kirkwood, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	T••••••••• L••	Jan 18, 2023	Oct 17, 2022	-93	Firm change after gap	Ibd to RIA
K•••• M•••••••••	A• W••••• M••••••••• L••	Aug 1, 2022	Jul 29, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
133025:282580:FL:2022-08-01	Aug 1, 2022	Jul 29, 2022	PONTE VEDRA BEACH, FL	Firm change
29604:133025:MO:2017-07-10	Jul 10, 2017	Jul 7, 2017	ST LOUIS, MO	Firm change

Relationships

Registered with (4)

→ T••••••••• L••Registered adviserregistration: current employment
Oct 17, 2022 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 29, 2022 to Jan 18, 2023factForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Jul 7, 2017 to Aug 1, 2022factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
C••••• C•••• left A• W••••• M••••••••• L•• for T••••••••• L•• (registered 2022-10-17)
Form ADVobserved 7 days ago
Occurred
Aug 1, 2022
Advisor changed firm
C••••• C•••• left K•••• M••••••••• for A• W••••• M••••••••• L•• (registered 2022-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3721ac6-b35b-2841-0e59-53c9bb768b96
First observed: Jan 21, 2016
Last observed: Sep 15, 2026 7 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.