DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

D••••• R•• W•••••

Advisor at W••••• W•••••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:6727ba7a-c4dc-1c5e-f0b7-f375faf6cbf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 29, 2008 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: W••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 16, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W•••••	Independent wealth	Jan 3, 2017	n/a	yes	OKLAHOMA CITY, OK	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Mar 28, 2014	Dec 20, 2016	no	OKLAHOMA CITY, OK\|MORRISTOWN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••• G••••• L••	W••••• W•••••	Dec 20, 2016	Jan 3, 2017	14	Firm change	Other
E••••• J••••	P•••••• A•••••• G••••• L••	Apr 1, 2014	Mar 28, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:285653:NJ:2016-12-20	Dec 20, 2016	Jan 3, 2017	MORRISTOWN, NJ	Firm change

Relationships

Registered with (3)

→ W••••• W•••••Registered adviserregistration: current employment
Jan 3, 2017 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Mar 28, 2014 to Dec 20, 2016factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 29, 2008 to Apr 1, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6727ba7a-c4dc-1c5e-f0b7-f375faf6cbf3
First observed: Oct 29, 2008
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.