DFX Intelligence

R•••• B•••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

R•••• B•••••• F•••••

Advisor at C•••••• H••• I••••••••• M••••••••• I•••

TULSA, OK

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Search this name across graphsid dfx:ria:0c67221c-2239-f8e4-0402-9c4f2ab8b4d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 2, 2004 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: C•••••• H••• I••••••••• M••••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• H••• I••••••••• M••••••••• I•••	Other adviser	Nov 8, 2023	n/a	yes	TULSA, OK	Current employment
B•• F•••••••• A•••••••	Bd affiliated wealth	Jul 10, 2012	Sep 10, 2021	no	TULSA, OK\|TULSA, OK\|Tulsa, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• F•••••••• A•••••••	C•••••• H••• I••••••••• M••••••••• I•••	Sep 10, 2021	Nov 8, 2023	789	Firm change after gap	Other
C•••• I••••••••• S••••••• C••••	B•• F•••••••• A•••••••	Feb 15, 2007	Jul 10, 2012

Relationships

Registered with (4)

→ C•••••• H••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 8, 2023 to presentfactForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: previous registration
Jul 10, 2012 to Sep 10, 2021factForm ADV
→ C•••• I••••••••• S••••••• C••••Registered adviserregistration: previous registration
Dec 1, 2005 to Feb 15, 2007factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c67221c-2239-f8e4-0402-9c4f2ab8b4d1
First observed: Nov 2, 2004
Last observed: Sep 14, 2026 9 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.