DFX Intelligence

J•••• D••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

J•••• D••• B••••

Advisor at M••••• G••••• A••••••• I•••

DENVER, CO | Ponca City, OK

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2010 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: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 18, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Aug 3, 2022	n/a	yes	DENVER, CO\|Ponca City, OK	Current employment
B•••• • A••••••••• I•••	Former SEC adviser	Jan 4, 2010	Oct 26, 2022	no	PONCA CITY, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• • A••••••••• I•••	M••••• G••••• A••••••• I•••	Oct 26, 2022	Aug 3, 2022	-84	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
111688:147363:OK:2022-10-26	Oct 26, 2022	Aug 3, 2022	PONCA CITY, OK	Firm change after gap

Relationships

Registered with (2)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Aug 3, 2022 to presentfactForm ADV
→ B•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2010 to Oct 26, 2022factForm ADV

Dated events

Occurred
Oct 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 4, 2010
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.