DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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.
Advisor at B•• F•••••••• A•••••••
Oklahoma City, OK | Tulsa, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B•• F•••••••• A••••••• | Bd affiliated wealth | Apr 9, 2024 | n/a | yes | Oklahoma City, OK|Tulsa, OK | Current employment |
| F•• W••••• M••••••••• L•• | Bd affiliated wealth | Feb 12, 2019 | Dec 22, 2023 | no | West Des Moines, IA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•• W••••• M••••••••• L•• | B•• F•••••••• A••••••• | Dec 22, 2023 | Apr 9, 2024 | 109 | Firm change | Ibd to ibd |
| F•• I••••••••• M••••••••• S•••••••• I••• | F•• W••••• M••••••••• L•• | Feb 8, 2019 | Feb 12, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5308:291396:IA:2019-02-08 | Feb 8, 2019 | Feb 12, 2019 | WEST DES MOINES, IA | Firm change |
| F•• I••••••••• M••••••••• S•••••••• I••• | Former SEC adviser | Jan 1, 2010 | Feb 8, 2019 | no | WEST DES MOINES, IA | Previous registration |
| 4 |
| Channel change |
| Other |