DFX Intelligence

M•••••• W••••• I••••••••• A••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

M•••••• W••••• I••••••••• A••••••• L••

CRD 316400

OKLAHOMA CITY, OK

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Data as of Mar 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2025 to Mar 19, 2025
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $2.4M••• Locked
Discretionary RAUM: $2.4M
Private client RAUM: $2.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 0
Advisory employees: 0

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• R••• W•••••	n/a	Oklahoma City, OK	1	11	1	no

Relationships

Registered with (1)

← M•••••• R••• W•••••Advisorregistration: previous registration
Sep 27, 2021 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 19, 2025
Last observed: Mar 19, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds 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.