DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••• S• M•••••

Advisor at W••••• M••••••••• S••••••••

CLAREMORE, OK | Oklahoma City, OK

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Search this name across graphsid dfx:ria:8eae16fb-b0e6-1aff-ed22-21adeb522107

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 5, 1999 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: W••••• M••••••••• S••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 8, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M••••••••• S••••••••	Independent wealth	Jul 26, 2018	n/a	yes	Oklahoma City, OK\|CLAREMORE, OK	Current employment
R••••• S•••••• C•••••• M••••••••• L••	Independent wealth	Nov 5, 1999	Aug 15, 2018	no	TULSA, OK\|OKLAHOMA CITY, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• S•••••• C•••••• M••••••••• L••	W••••• M••••••••• S••••••••	Aug 15, 2018	Jul 26, 2018	-20	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
118588:296875:OK:2018-08-15	Aug 15, 2018	Jul 26, 2018	OKLAHOMA CITY, OK	Firm change

Relationships

Registered with (2)

→ W••••• M••••••••• S••••••••Registered adviserregistration: current employment
Jul 26, 2018 to presentfactForm ADV
→ R••••• S•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 5, 1999 to Aug 15, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eae16fb-b0e6-1aff-ed22-21adeb522107
First observed: Nov 5, 1999
Last observed: Sep 15, 2026 7 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.