DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

R•••••• J•• C••••

Advisor at R••• C•••• A••••••• • C••••••

BIXBY, 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:1398d985-4b32-6b50-1449-99303d72fe15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2000 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: R••• C•••• A••••••• • C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 22, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• C•••• A••••••• • C••••••	Independent wealth	Aug 24, 2022	n/a	yes	BIXBY, OK	Current employment
R••• C•••• A••••••• • C••••••	Independent wealth	Sep 1, 2017	Jul 29, 2022	no	BIXBY, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• L••••• F•••••••• G••••• I•••	R••• C•••• A••••••• • C••••••	Aug 26, 2019	Sep 1, 2017	-724	Firm change after gap	RIA to RIA
T•• F•••••••• • B••••••• R••••••• C•••••••••	T•• L••••• F•••••••• G••••• I•••	Dec 31, 2005	May 26, 2005

Team moves

••• Locked

Team	Left	Joined	From	Kind
135059:289371:OK:2019-08-26	Aug 26, 2019	Sep 1, 2017	TULSA, OK	Firm change after gap

Relationships

Registered with (3)

→ R••• C•••• A••••••• • C••••••Registered adviserregistration: previous registration
Sep 1, 2017 to Jul 29, 2022factForm ADV
→ T•• L••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
May 26, 2005 to Aug 26, 2019factForm ADV
→ T•• F•••••••• • B••••••• R••••••• C•••••••••Registered adviserregistration: previous registration
Sep 15, 2000 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1398d985-4b32-6b50-1449-99303d72fe15
First observed: Sep 15, 2000
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.