DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Gregory Ayres Wheeler

Advisor at BOK FINANCIAL ADVISORS

Oklahoma City, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93d67cdf-1d33-b583-8699-ea2f3ff49621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 3, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gregory Ayres Wheeler

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOK FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 9, 2001
First registration: Jan 3, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4357940

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Sep 16, 2003	n/a	yes	Oklahoma City, OK	Current employment
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jan 3, 2002	Feb 24, 2003	no	OKLAHOMA CITY, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANC OF AMERICA INVESTMENT SERVICES, INC.	BOK FINANCIAL ADVISORS	Feb 24, 2003	Sep 16, 2003	204	Firm change	Other

Relationships

Registered with (2)

→ BOK FINANCIAL ADVISORSRegistered adviserregistration: current employment
Sep 16, 2003 to presentfactForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2002 to Feb 24, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93d67cdf-1d33-b583-8699-ea2f3ff49621
First observed: Jan 3, 2002
Last observed: Sep 14, 2026 6 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.

Gregory Ayres Wheeler

Advisor at BOK FINANCIAL ADVISORS

Oklahoma City, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93d67cdf-1d33-b583-8699-ea2f3ff49621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BOK FINANCIAL ADVISORS

Bd affiliated wealth

Sep 16, 2003

n/a

yes

Oklahoma City, OK

Current employment

BANC OF AMERICA INVESTMENT SERVICES, INC.

n/a

Jan 3, 2002

Feb 24, 2003

OKLAHOMA CITY, OK

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BANC OF AMERICA INVESTMENT SERVICES, INC.

BOK FINANCIAL ADVISORS

Feb 24, 2003

Sep 16, 2003

204

Firm change

Other