DFX Intelligence

L••• Z•••••• M•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant17 years in industry

L••• Z•••••• M•••••••••

Advisor at V•••• W••••• S••••••••• L••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:8629febb-997a-169e-f85c-e84599399aa4

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2015 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: V•••• W••••• S••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Apr 17, 2009earliest 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
V•••• W••••• S••••••••• L••	Former SEC adviser	Jun 13, 2017	n/a	yes	OKLAHOMA CITY, OK	Current employment
P•••• S••••••••• L••	No RAUM reported	Aug 7, 2015	Jun 15, 2017	no	OKLAHOMA CITY, OK\|Norman, OK\|norman, OK\|Norman, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• S••••••••• L••	V•••• W••••• S••••••••• L••	Jun 15, 2017	Jun 13, 2017	-2	Firm change	Other
N••••••••• M••••• I••••••••• S•••••••••	P•••• S••••••••• L••	Jun 12, 2015	Aug 7, 2015

Relationships

Registered with (3)

→ V•••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jun 13, 2017 to presentfactForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Aug 7, 2015 to Jun 15, 2017factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Jan 27, 2015 to Jun 12, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8629febb-997a-169e-f85c-e84599399aa4
First observed: Jan 27, 2015
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.