DFX Intelligence

T••••• S•••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor33 years in industry

T••••• S•••• S•••••••••

Advisor at S••••••••• F•••••••• G••••• I•••

BARTLESVILLE, OK

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Search this name across graphsid dfx:ria:3e2673bd-fee3-6cee-f3d7-838bce61d542

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2000 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: S••••••••• F•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 20, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• F•••••••• G••••• I•••	Independent wealth	Jan 24, 2000	n/a	yes	BARTLESVILLE, OK	Current employment
A••••••• G•••••• S••••••••• I•••••••••	n/a	Sep 22, 2006	Dec 13, 2007	no	HOUSTON, TX\|BARTLESVILLE, OK\|BARTLESVILLE, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• G•••••• S••••••••• I•••••••••	n/a	Dec 13, 2007	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ S••••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Jan 24, 2000 to Dec 31, 2002factForm ADV
→ A••••••• G•••••• S••••••••• I•••••••••Registered adviserregistration: previous registration
Sep 22, 2006 to Dec 13, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e2673bd-fee3-6cee-f3d7-838bce61d542
First observed: Jan 24, 2000
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.