C••• R•• E••••

Advisor at B•• F•••••••• A•••••••

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:ac8e6b5b-47c6-6489-c780-dd3ea30640af

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2007 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: B•• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 4, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 18derivedfrom 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	Jul 10, 2008	n/a	yes	Oklahoma City, OK\|Oklahoma City, OK	Current employment
E•••••••• A•••••••• L••	National bd RIA	Oct 3, 2007	Apr 10, 2008	no	OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	B•• F•••••••• A•••••••	Apr 10, 2008	Jul 10, 2008	91	Firm change	Other

Relationships

Registered with (2)

→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 10, 2008 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2007 to Apr 10, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac8e6b5b-47c6-6489-c780-dd3ea30640af
First observed: Oct 3, 2007
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.