DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

T•••••• L• K•••••

Advisor at L••••• B••••• P•••••• F••••• O••••••

West Des Moines, IA

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Search this name across graphsid dfx:ria:df2396c2-54f1-eb25-93b5-0872e01c7164

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Oct 1, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

T•••••• L• K•••••

Family principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: L••••• B••••• P•••••• F••••• O••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• B••••• P•••••• F••••• O••••••	Independent wealth	Feb 4, 2016	n/a	yes	West Des Moines, IA	Current employment

Relationships

Registered with (1)

→ L••••• B••••• P•••••• F••••• O••••••Registered adviserregistration: current employment
Feb 4, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df2396c2-54f1-eb25-93b5-0872e01c7164
First observed: Oct 1, 2015
Last observed: Sep 14, 2026 9 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.