DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

A••• M•••••••• T•••••

Advisor at A••••••• I••••••••• S••••••••• G••••• L••

Overland Park, KS | EAGLE, ID

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Search this name across graphsid dfx:ria:f03f2fad-7265-c05b-57fd-a2b1b35674ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2005 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: A••••••• I••••••••• S••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 4, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
A••••••• I••••••••• S••••••••• G••••• L••	I•••••••••_WEALTH	Apr 17, 2025	n/a	yes	Overland Park, KS\|EAGLE, ID\|EAGLE, ID	Current employment
L••• K••• • C••••••	Former SEC adviser	May 8, 2009	Mar 28, 2025	no	OVERLAND PARK, KS\|CINCINNATI, OH\|CINCINNATI, OH\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• K••• • C••••••	A••••••• I••••••••• S••••••••• G••••• L••	Mar 28, 2025	Apr 17, 2025	20	Firm change	RIA to RIA
R•• C•••••• M••••••• L••	L••• K••• • C••••••	May 22, 2009	May 8, 2009

Relationships

Registered with (3)

→ A••••••• I••••••••• S••••••••• G••••• L••Registered adviserregistration: current employment
Apr 17, 2025 to presentfactForm ADV
→ L••• K••• • C••••••Registered adviserregistration: previous registration
May 8, 2009 to Mar 28, 2025factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jul 27, 2005 to May 22, 2009factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f03f2fad-7265-c05b-57fd-a2b1b35674ac
First observed: Jul 27, 2005
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.