DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

J•••••• R••• J••••

Advisor at F••••••• C•••••• M••••••••• L••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:60886143-038b-e130-69aa-25a64b513809

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 28, 1999 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: F••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• C•••••• M••••••••• L••	Independent wealth	Jul 12, 2021	n/a	yes	OKLAHOMA CITY, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 16, 2005	Jul 12, 2021	no	EDMOND, OK\|EDMOND, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F••••••• C•••••• M••••••••• L••	Jul 12, 2021	Jul 12, 2021	0	Firm change	Wirehouse to new firm
C•••••••• G••••• M•••••• I•••	W•••• F•••• A•••••••	Aug 31, 2005	Aug 16, 2005

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:313573:OK:2021-07-12	Jul 12, 2021	Jul 12, 2021	EDMOND, OK	Firm change

Relationships

Registered with (3)

→ F••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 16, 2005 to Jul 12, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 28, 1999 to Aug 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60886143-038b-e130-69aa-25a64b513809
First observed: Oct 28, 1999
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.