S••••• V• D•••

Advisor at D••• D•••• W••••• L••

EDMOND, 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:b0061d10-ac96-6d97-6add-3b9a367d451b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 24, 2004 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: D••• D•••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• D•••• W••••• L••	State registered	Jul 1, 2026	n/a	yes	EDMOND, OK	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 31, 2019	Jul 14, 2026	no	Edmond, OK\|EDMOND, OK\|FORT MILL, SC\|YUKON, OK\|STILLWATER, OK\|GUTHRIE, OK\|EL RENO, OK\|EDMOND, OK\|YUKON, OK\|EDMOND, OK\|CHOCTAW, OK\|HARRAH, OK\|MUSTANG, OK\|EL RENO, OK\|UNION CITY, OK\|J••••, OK\|OKLAHOMA CITY, OK\|EDMOND, OK\|EDMOND, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	D••• D•••• W••••• L••	Jul 14, 2026	Jul 1, 2026	-13	Firm change	Ibd to state RIA
P••••••• C•••••• A•••••••• I•••	L•• F•••••••• L••	Nov 1, 2019	Oct 31, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
115758:6413:OK:2019-11-01	Nov 1, 2019	Oct 31, 2019	YUKON, OK	Firm change

Relationships

Registered with (8)

→ D••• D•••• W••••• L••Registered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 31, 2019 to Jul 14, 2026factForm ADV
→ P••••••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 16, 2016 to Nov 1, 2019factForm ADV
→ E••••• J••••

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0061d10-ac96-6d97-6add-3b9a367d451b
First observed: May 24, 2004
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.