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RIA / WealthAdvisor15 years in industry

JAMES BRYAN PEARSON

Advisor at LEONARD INVESTMENT ADVISORS INC.

Oklahoma City, OK | OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:5bee1132-2b5e-1593-7ced-b2d3e2ba0512

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2010 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: LEONARD INVESTMENT ADVISORS INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 22, 2010
First registration: Sep 23, 2010
Dual registered: no
IAPD individual key: 5787679

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEONARD INVESTMENT ADVISORS INC.	State registered	Mar 20, 2019	n/a	yes	OKLAHOMA CITY, OK\|Oklahoma City, OK	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Aug 18, 2014	Jun 13, 2017	no	OKLAHOMA CITY, OK\|FARGO, ND\|OKLAHOMA CITY, OK\|Omaha, NE\|ARDMORE, OK\|ADA, OK\|SEMINOLE, OK\|ENID, OK\|OKLAHOMA CITY, OK\|EDMOND, OK\|WARR ACRES, OK\|GREAT BEND, KS\|LARNED, KS\|NEWTON, KS\|DODGE CITY, KS\|GARDEN CITY, KS\|HUTCHINSON, KS\|WICHITA, KS\|DERBY, KS\|AUGUSTA, KS\|WICHITA, KS\|WICHITA, KS\|WICHITA, KS\|WINFIELD, KS	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Nov 25, 2013	Aug 7, 2014	no	OKLAHOMA CITY, OK	Previous registration
ARVEST WEALTH MANAGEMENT	Independent wealth	Sep 23, 2010	Aug 29, 2011	no	STILLWATER, OK\|OKLAHOMA CITY, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LEONARD INVESTMENT ADVISORS INC.	Jun 13, 2017	Mar 20, 2019	645	Firm change after gap	Other
BOK FINANCIAL ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Aug 7, 2014	Aug 18, 2014	11	Firm change	Other
ARVEST WEALTH MANAGEMENT	BOK FINANCIAL ADVISORS	Aug 29, 2011	Nov 25, 2013	819	Firm change after gap	Other

Relationships

Registered with (4)

→ LEONARD INVESTMENT ADVISORS INC.Registered adviserregistration: current employment
Mar 20, 2019 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Aug 18, 2014 to Jun 13, 2017factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Nov 25, 2013 to Aug 7, 2014factForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 23, 2010 to Aug 29, 2011factForm ADV

Dated events

No dated event names this entity yet.