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

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RIA / WealthAdvisor10 years in industry

M•••••• B•••••• M••••

Advisor at O•• R••• W••••• M•••••••••

LEE'S SUMMIT, MO

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Search this name across graphsid dfx:ria:d7ba8fb0-f799-b648-5ae4-99bf745edacf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2018 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: O•• R••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•• R••• W••••• M•••••••••	State registered	Sep 1, 2020	n/a	yes	LEE'S SUMMIT, MO	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 17, 2020	Sep 1, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	O•• R••• W••••• M•••••••••	Sep 1, 2020	Sep 1, 2020	0	Firm change	Ibd to state RIA
U•• F•••••••• S••••••••• L••	C••••••••• F•••••••• N••••••	Jun 18, 2020

Relationships

Registered with (3)

→ O•• R••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 1, 2020 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jun 17, 2020 to Sep 1, 2020factForm ADV
→ U•• F•••••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 15, 2018 to Jun 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7ba8fb0-f799-b648-5ae4-99bf745edacf
First observed: Oct 15, 2018
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.