DFX Intelligence

D•••••• R•• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

D•••••• R•• C•••••••

Advisor at P••• G•••• F••••••••• I•••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:563b8ef7-a843-767b-bb6e-22d04211f95e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2004 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: P••• G•••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• G•••• F••••••••• I•••	Independent wealth	Jan 12, 2023	n/a	yes	OKLAHOMA CITY, OK	Current employment
P••• G•••• F••••••••• I•••	Independent wealth	Mar 11, 2013	Dec 31, 2022	no	OKLAHOMA CITY, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• S••••••••• C•••••••••	P••• G•••• F••••••••• I•••	Sep 21, 2012	Mar 11, 2013	171	Firm change	Other
P••• G•••• F••••••••• I•••	F•• S••••••••• C•••••••••	Jul 7, 2011	Jul 14, 2011

Relationships

Registered with (3)

→ P••• G•••• F••••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2013 to Dec 31, 2022factForm ADV
→ F•• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jul 14, 2011 to Sep 21, 2012factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 27, 2004 to May 3, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:563b8ef7-a843-767b-bb6e-22d04211f95e
First observed: Apr 27, 2004
Last observed: Sep 14, 2026 8 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.