DFX Intelligence

A•••• K••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

A•••• K••• R•••••

Advisor at F••••••• C•••••• M••••••••• L••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:98d6832e-d064-3904-59d0-289956659a25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2002 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: F••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• C•••••• M••••••••• L••	Independent wealth	Jul 12, 2021	n/a	yes	OKLAHOMA CITY, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 2, 2008	Jul 12, 2021	no	EDMOND, OK\|OKLAHOMA CITY, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F••••••• C•••••• M••••••••• L••	Jul 12, 2021	Jul 12, 2021	0	Firm change	Wirehouse to new firm
C•••••••• G••••• M•••••• I•••	W•••• F•••• A•••••••	Jul 14, 2008	Jul 2, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:313573:OK:2021-07-12	Jul 12, 2021	Jul 12, 2021	OKLAHOMA CITY, OK	Firm change

Relationships

Registered with (3)

→ F••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 2, 2008 to Jul 12, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Apr 4, 2002 to Jul 14, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98d6832e-d064-3904-59d0-289956659a25
First observed: Apr 4, 2002
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.