DFX Intelligence

A•••• N••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

A•••• N••••• B••••

Advisor at P••••••• I••••••••• A•••••••

TULSA, OK

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Search this name across graphsid dfx:ria:a71fc7dd-27f0-1247-b844-29dea48536fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 13, 2011 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: P••••••• I••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• I••••••••• A•••••••	Independent wealth	Jun 28, 2023	n/a	yes	TULSA, OK	Current employment
N••••• A••••••• F••• A••••••• L••	Other adviser	May 17, 2019	n/a	yes	TULSA, OK	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• I••••••••• A•••••••	N••••• A••••••• F••• A••••••• L••	Dec 31, 2018	May 17, 2019	137	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
108086:108149:OK:2018-12-31	Dec 31, 2018	May 17, 2019	TULSA, OK	Firm change

Relationships

Registered with (2)

→ P••••••• I••••••••• A•••••••Registered adviserregistration: previous registration
May 13, 2011 to Dec 31, 2018factForm ADV
→ N••••• A••••••• F••• A••••••• L••Registered adviserregistration: current employment
May 17, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a71fc7dd-27f0-1247-b844-29dea48536fb
First observed: May 13, 2011
Last observed: Sep 14, 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.