DFX Intelligence

I•• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

I•• W•••••

Advisor at F••••• C•••••• A•••••••• L••

PRAIRIE VILLAGE, KS | Bentonville, AR

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:e4109298-d9e4-8cfc-39af-0a920306c3a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2019 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: F••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• C•••••• A•••••••• L••	Independent wealth	Nov 5, 2024	n/a	yes	Bentonville, AR\|PRAIRIE VILLAGE, KS	Current employment
E••• W••••• S••••••••• L••	State registered	Feb 11, 2022	Jul 28, 2025	no	Bentonvile, AR\|SPRING, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• W••••• S••••••••• L••	F••••• C•••••• A•••••••• L••	Jul 28, 2025	Nov 5, 2024	-265	Firm change after gap	Other
A• W••••• M••••••••• L••	E••• W••••• S••••••••• L••	Jul 14, 2021	Feb 11, 2022

Relationships

Registered with (3)

→ F••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV
→ E••• W••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 11, 2022 to Jul 28, 2025factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 3, 2019 to Jul 14, 2021factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
I•• W••••• left E••• W••••• S••••••••• L•• for F••••• C•••••• A•••••••• L•• (registered 2024-11-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4109298-d9e4-8cfc-39af-0a920306c3a3
First observed: Oct 3, 2019
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.