DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

G•••••• K••• W•••••

Advisor at W••••• I••••••••• A•••••••• I••

EDMOND, OK

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Search this name across graphsid dfx:ria:8e5cd366-c9dc-7299-8d08-1cf4d2d199f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 24, 1995 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••••• I••••••••• A•••••••• I••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Nov 14, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• I••••••••• A•••••••• I••	Former SEC adviser	Apr 6, 2000	n/a	yes	EDMOND, OK	Current employment
T•••••• C•••••• A•••• A•••••••• L••	n/a	Jan 23, 2013	Nov 28, 2017	no	EDMOND, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• C•••••• A•••• A•••••••• L••	n/a	Nov 28, 2017	n/a	n/a	Departure no registered destination	Departure
C••••• A•••••• N••••••• L••	W••••• I••••••••• A•••••••• I••	Dec 31, 2006	Apr 6, 2000	-2,460

Relationships

Registered with (3)

→ W••••• I••••••••• A•••••••• I••Registered adviserregistration: current employment
Apr 6, 2000 to presentfactForm ADV
→ T•••••• C•••••• A•••• A•••••••• L••Registered adviserregistration: previous registration
Jan 23, 2013 to Nov 28, 2017factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jan 24, 1995 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e5cd366-c9dc-7299-8d08-1cf4d2d199f0
First observed: Jan 24, 1995
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.