DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T••••• W•••••• L•••••
EDMOND, OK | SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T••••• W•••••• L••••• | Independent wealth | Apr 28, 2022 | n/a | yes | SCOTTSDALE, AZ|EDMOND, OK | Current employment |
| T••••• W•••••• L••••• | Independent wealth | Mar 16, 2020 | Feb 2, 2022 | no | EDMOND, OK|SCOTTSDALE, AZ|OKLAHOMA CITY, OK |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | T••••• W•••••• L••••• | Mar 12, 2020 | Mar 16, 2020 | 4 | Firm change | Ibd to RIA |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | C••••• I••••••••• A••••••• L•• | Oct 16, 2019 | Oct 14, 2019 |
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | Oct 14, 2019 | Mar 12, 2020 | no | Pryor, OK | Previous registration |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Apr 5, 2016 | Oct 16, 2019 | no | PRYOR, OK|PRYOR, OK | Previous registration |
| A••••• W••••• M••••••••• | Independent wealth | Feb 20, 2014 | Mar 22, 2016 | no | TAHLEQUAH, OK | Previous registration |
| -2 |
| Firm change |
| Ibd to ibd |
| A••••• W••••• M••••••••• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Mar 22, 2016 | Apr 5, 2016 | 14 | Firm change | Other |