DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••••• B•••• J••••••

Advisor at B•• F•••••••• A•••••••

Tulsa, OK

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Search this name across graphsid dfx:ria:4229bcef-3564-50a5-2f21-1495dfc10ace

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2001 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: B•• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• A•••••••	Bd affiliated wealth	Jul 6, 2005	n/a	yes	Tulsa, OK\|Tulsa, OK	Current employment
P••••••• C•••••• A•••••••• I•••	Former SEC adviser	Apr 2, 2003	Jun 23, 2004	no	TULSA, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• C•••••• A•••••••• I•••	B•• F•••••••• A•••••••	Jun 23, 2004	Jul 6, 2005	378	Firm change	Other
P••••••••• E••••• G••••• L••	P••••••• C•••••• A•••••••• I•••	Mar 17, 2003	Apr 2, 2003

Relationships

Registered with (3)

→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 6, 2005 to presentfactForm ADV
→ P••••••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 2, 2003 to Jun 23, 2004factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Jun 19, 2001 to Mar 17, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4229bcef-3564-50a5-2f21-1495dfc10ace
First observed: Jun 19, 2001
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.