DFX Intelligence

J•••• L•• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J•••• L•• N••••••

Advisor at M••••• S••••••

Oklahoma City, OK | Durant, OK

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:0b1f8c8a-9adc-e86f-8af1-fb92297186a6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 16, 2012 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 22, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Oct 24, 2022	n/a	yes	Oklahoma City, OK\|Durant, OK	Current employment
B•• F•••••••• A•••••••	Bd affiliated wealth	Aug 17, 2016	Oct 12, 2022	no	Bartlesville, OK\|GROVE, OK\|Tulsa, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• F•••••••• A•••••••	M••••• S••••••	Oct 12, 2022	Oct 24, 2022	12	Firm change	Ibd to wirehouse
W•••• F•••• A•••••••	B•• F•••••••• A•••••••	Aug 9, 2016	Aug 17, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
17530:149777:OK:2022-10-12	Oct 12, 2022	Oct 24, 2022	TULSA, OK	Firm change

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: current employment
Oct 24, 2022 to presentfactForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 17, 2016 to Oct 12, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 25, 2014 to Aug 9, 2016factForm ADV
→ S••••••••• F•••••••• G••••• I•••

Dated events

Occurred
Oct 12, 2022
Advisor changed firm
J•••• L•• N•••••• left B•• F•••••••• A••••••• for M••••• S•••••• (registered 2022-10-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b1f8c8a-9adc-e86f-8af1-fb92297186a6
First observed: Aug 16, 2012
Last observed: Sep 15, 2026 7 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.