DFX Intelligence

O••••• M•••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

O••••• M•••••• N•••••

Advisor at C•••••••

Oklahoma City, OK

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Search this name across graphsid dfx:ria:4de0e32e-edb8-c8c1-690a-e233ed00c59b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2015 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Oct 11, 2021	n/a	yes	Oklahoma City, OK	Current employment
C•••••••	Former SEC adviser	Feb 26, 2015	Nov 24, 2021	no	OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|SAN ANTONIO, TX\|OKLAHOMA CITY, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	C•••••••	Nov 24, 2021	Oct 11, 2021	-44	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Oct 11, 2021 to presentfactForm ADV
→ C•••••••Registered adviserregistration: previous registration
Feb 26, 2015 to Nov 24, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4de0e32e-edb8-c8c1-690a-e233ed00c59b
First observed: Feb 26, 2015
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.