B•••• C••

Advisor at L••••• F•••••••• S••••••••• L••

OVERLAND PARK, KS

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:e344e3fb-f428-b57b-cbfe-bad4bdf1adb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2022 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: L••••• F•••••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• F•••••••• S••••••••• L••	Independent wealth	Jan 22, 2024	n/a	yes	OVERLAND PARK, KS	Current employment
P•••• S••••••••• L••	No RAUM reported	Aug 29, 2022	Jan 20, 2024	no	St. Louis, MO\|Platte City, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• S••••••••• L••	L••••• F•••••••• S••••••••• L••	Jan 20, 2024	Jan 22, 2024	2	Firm change	Ibd to RIA
M•• I•••••••• S•••••••• L••	P•••• S••••••••• L••	Aug 23, 2022	Aug 29, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:5685:MO:2022-08-23	Aug 23, 2022	Aug 29, 2022	PLATTE CITY, MO	Firm change

Relationships

Registered with (3)

→ L••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Jan 22, 2024 to presentfactForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Aug 29, 2022 to Jan 20, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 29, 2022 to Aug 23, 2022factForm ADV

Dated events

Occurred
Jan 20, 2024
Advisor changed firm
B•••• C•• left P•••• S••••••••• L•• for L••••• F•••••••• S••••••••• L•• (registered 2024-01-22)
Form ADVobserved 7 days ago
Occurred
Aug 23, 2022
Advisor changed firm
B•••• C•• left M•• I•••••••• S•••••••• L•• for P•••• S••••••••• L•• (registered 2022-08-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e344e3fb-f428-b57b-cbfe-bad4bdf1adb8
First observed: Apr 29, 2022
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.