DFX Intelligence

A••••• D•••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

A••••• D•••• R•••••

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

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:e52a1435-95ef-dff6-52c9-11522a63a53d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2014 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: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom 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	Nov 6, 2019	n/a	yes	OVERLAND PARK, KS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 21, 2018	Nov 22, 2019	no	KANSAS CITY, MO\|LIBERTY, MO\|KANSAS CITY, MO\|LIBERTY, MO\|PAPILLION, NE\|LIBERTY, MO\|OVERLAND PARK, KS\|LEE'S SUMMIT, MO\|LIBERTY, MO\|LEAWOOD, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	L••••• F•••••••• S••••••••• L••	Nov 22, 2019	Nov 6, 2019	-16	Firm change	Ibd to RIA
W•••••• • R•••	L•• F•••••••• L••	Aug 23, 2018	Aug 21, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
866:6413:MO:2018-08-22	Aug 23, 2018	Aug 21, 2018	KANSAS CITY, MO	Firm change

Relationships

Registered with (3)

→ L••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Nov 6, 2019 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2018 to Nov 22, 2019factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Aug 9, 2014 to Aug 23, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e52a1435-95ef-dff6-52c9-11522a63a53d
First observed: Aug 9, 2014
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.