DFX Intelligence

B••• W• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

B••• W• G•••••••

Advisor at F••••••••• I••••••••• A••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:67536397-de1e-1df8-b1d9-1a80dc15dde6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2018 to Sep 15, 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••••••••• I••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• I••••••••• A••••••• L••	Independent wealth	Apr 11, 2025	n/a	yes	OKLAHOMA CITY, OK\|PHOENIX, AZ\|YUKON, OK	Current employment
W••••• W•••• A•••••••• I••	Independent wealth	Apr 12, 2018	Apr 15, 2024	no	yukon, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• W•••• A•••••••• I••	F••••••••• I••••••••• A••••••• L••	Apr 15, 2024	Apr 11, 2025	361	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Apr 11, 2025 to presentfactForm ADV
→ W••••• W•••• A•••••••• I••Registered adviserregistration: previous registration
Apr 12, 2018 to Apr 15, 2024factForm ADV

Dated events

Occurred
Apr 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67536397-de1e-1df8-b1d9-1a80dc15dde6
First observed: Apr 12, 2018
Last observed: Sep 15, 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.