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

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RIA / WealthAdvisor25 years in industry

C••••••••• T••••• C•••••

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

PRAIRIE VILLAGE, KS | O'Fallon, MO

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Search this name across graphsid dfx:ria:ece4566c-c95c-b541-7399-40c7671dd567

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 13, 2021 to Sep 15, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 25, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
F••••• C•••••• A•••••••• L••	Independent wealth	May 20, 2024	n/a	yes	O'Fallon, MO\|PRAIRIE VILLAGE, KS	Current employment
O••••	Former SEC adviser	Sep 30, 2023	Jul 31, 2024	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
O••••	F••••• C•••••• A•••••••• L••	Jul 31, 2024	May 20, 2024	-72	Firm change after gap	RIA to RIA
S••••••••• W•••••	O••••	Sep 29, 2023

Relationships

Registered with (3)

→ F••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
May 20, 2024 to presentfactForm ADV
→ O••••Registered adviserregistration: previous registration
Sep 30, 2023 to Jul 31, 2024factForm ADV
→ S••••••••• W•••••Registered adviserregistration: previous registration
May 13, 2021 to Sep 29, 2023factForm ADV

Dated events

Occurred
Jul 31, 2024
Advisor changed firm
C••••••••• T••••• C••••• left Owlfi for F••••• C•••••• A•••••••• L•• (registered 2024-05-20)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
C••••••••• T••••• C••••• left S••••••••• W••••• for Owlfi (registered 2023-09-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ece4566c-c95c-b541-7399-40c7671dd567
First observed: May 13, 2021
Last observed: Sep 15, 2026 6 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.