DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor12 years in industry

C••••••• J••••• P••••••••

Advisor at M••••••

Tulsa, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2014 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Oct 28, 2025	n/a	yes	Tulsa, OK	Current employment
D•• U••• O• U••••• P••••••••• A••••• L•••	State registered	Oct 12, 2021	Oct 28, 2025	no	TULSA, OK\|Tulsa, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•• U••• O• U••••• P••••••••• A••••• L•••	M••••••	Oct 28, 2025	Oct 28, 2025	0	Firm change	Other
A••••• W••••• M•••••••••	D•• U••• O• U••••• P••••••••• A••••• L•••	Apr 28, 2020	Oct 12, 2021

Relationships

Registered with (5)

→ M••••••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ D•• U••• O• U••••• P••••••••• A••••• L•••Registered adviserregistration: previous registration
Oct 12, 2021 to Oct 28, 2025factForm ADV
→ A••••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 17, 2018 to Apr 28, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Order

Occurred
28 Oct 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 8, 2014
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.