DFX Intelligence

G•••• D•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

G•••• D•••••• S••••••

Advisor at B•• F•••••••• A•••••••

Tulsa, OK | TULSA, OK

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Search this name across graphsid dfx:ria:93a907d7-3c5d-a826-6dfc-4f9bdd0c9f57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2024 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: B•• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• A•••••••	Bd affiliated wealth	Jun 22, 2026	n/a	yes	TULSA, OK\|Tulsa, OK\|Tulsa, OK\|Tulsa, OK	Current employment
E••••• J••••	National bd RIA	Mar 4, 2024	Jun 22, 2026	no	TULSA, OK\|Bixby, OK\|Bixby, OK\|ST. LOUIS, MO\|Tulsa, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	B•• F•••••••• A•••••••	Jun 22, 2026	Jun 22, 2026	0	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 4, 2024 to Jun 22, 2026factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93a907d7-3c5d-a826-6dfc-4f9bdd0c9f57
First observed: Mar 4, 2024
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.