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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

C••••••••• D••• E•••••

Advisor at A••••• W••••• M•••••••••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2018 to Sep 15, 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: A••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
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: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• M•••••••••	Independent wealth	May 29, 2024	n/a	yes	LAWTON, OK\|Tulsa, OK\|Duncan, OK\|DUNCAN, OK	Current employment
A••••• W••••• M•••••••••	Independent wealth	Dec 12, 2018	Mar 4, 2022	no	EDMOND, OK\|OKLAHOMA CITY, OK\|DEL CITY, OK\|MIDWEST CITY, OK\|Choctaw, OK\|OKLAHOMA CITY, OK\|STILLWATER, OK\|STILLWATER, OK\|Oklahoma City, OK\|EDMOND, OK\|EDMOND, OK

Relationships

Registered with (1)

→ A••••• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 12, 2018 to Mar 4, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 12, 2018
Last observed: Sep 15, 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.