DFX Intelligence

M••••• W•••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

M••••• W•••• G••••••

Advisor at G•••••• C•••••• M•••••••••

TULSA, OK

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Search this name across graphsid dfx:ria:1c26000c-fc4e-ee65-08ce-ee4829b75027

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2016 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: G•••••• C•••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• C•••••• M•••••••••	State registered	Jun 16, 2025	n/a	yes	TULSA, OK	Current employment
E•••••• C••••••	n/a	May 28, 2020	Jul 11, 2022	no	PRAIRIE VILLAGE, KS\|LEAWOOD, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• C••••••	G•••••• C•••••• M•••••••••	Jul 11, 2022	Jun 16, 2025	1,071	Firm change after gap	Other
D•••• T••••• I••••••••• M••••••••• I•••	E•••••• C••••••	Feb 10, 2020	May 28, 2020

Relationships

Registered with (4)

→ G•••••• C•••••• M•••••••••Registered adviserregistration: current employment
Jun 16, 2025 to presentfactForm ADV
→ E•••••• C••••••Registered adviserregistration: previous registration
May 28, 2020 to Jul 11, 2022factForm ADV
→ D•••• T••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
May 24, 2019 to Feb 10, 2020factForm ADV
→ M•••• • S•••••• W••••• M•••••••••

Dated events

Occurred
Jul 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c26000c-fc4e-ee65-08ce-ee4829b75027
First observed: Oct 22, 2016
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.