DFX Intelligence

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

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RIA / WealthAdvisor36 years in industry

C•••••• E••• O•••••

Advisor at T••••••••• C•••••• G••••

EDMOND, OK

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Search this name across graphsid dfx:ria:172f8030-2747-5138-8a32-5fc64fb65592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 8, 1999 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: T••••••••• C•••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 30, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• C•••••• G••••	Independent wealth	Jan 26, 2022	n/a	yes	EDMOND, OK\|EDMOND, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Oct 1, 2004	Jan 19, 2022	no	EDMOND, OK\|EDMOND, OK\|EDMOND, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	T••••••••• C•••••• G••••	Jan 19, 2022	Jan 26, 2022	7	Firm change	Wirehouse to new firm
P••••••• C•••••• A•••••••• I•••	W•••• F•••• A•••••••	Oct 12, 2004	Oct 1, 2004

Relationships

Registered with (3)

→ T••••••••• C•••••• G••••Registered adviserregistration: current employment
Jan 26, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 1, 2004 to Jan 19, 2022factForm ADV
→ P••••••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 8, 1999 to Oct 12, 2004factForm ADV

Dated events

Occurred
Jan 19, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:172f8030-2747-5138-8a32-5fc64fb65592
First observed: Dec 8, 1999
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.