DFX Intelligence

R••••• K•••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

R••••• K•••• D•••••

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

DURANGO, CO

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Search this name across graphsid dfx:ria:d44b08bd-5648-0720-e6e4-3ce884f8602f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2010 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••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom 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	Apr 10, 2024	n/a	yes	DURANGO, CO	Current employment
D•••• S••••• A••••••• I•••	n/a	Jan 11, 2010	Dec 31, 2016	no	LEAWOOD, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••• S••••• A••••••• I•••	M••••••• W••••• M••••••••• L••	Dec 31, 2016	Apr 10, 2024	2,657	Firm change after gap	Other

Relationships

Registered with (2)

→ M••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 10, 2024 to presentfactForm ADV
→ D•••• S••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2010 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d44b08bd-5648-0720-e6e4-3ce884f8602f
First observed: Jan 11, 2010
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.