DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

T•••••• E•••••• L•••

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

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:d5d2a1b6-0fa6-d79b-b8cc-ad80c2348632

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2015 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: C•••••••• W••••• M••••••••• L•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 2, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• M••••••••• L•••	State registered	Jul 30, 1998	n/a	yes	OVERLAND PARK, KS	Current employment
B••• R•••• C•••••• L••	n/a	Aug 27, 2015	Nov 1, 2019	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• R•••• C•••••• L••	n/a	Nov 1, 2019	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C•••••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Jul 30, 1998 to presentfactForm ADV
→ B••• R•••• C•••••• L••Registered adviserregistration: previous registration
Aug 27, 2015 to Nov 1, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5d2a1b6-0fa6-d79b-b8cc-ad80c2348632
First observed: Aug 27, 2015
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.