DFX Intelligence

J•••• M•••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

J•••• M•••• M••••••

Advisor at L•• C•••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:bd270aa3-5f48-18c6-e9de-73187eea75c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2008 to Sep 15, 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: L•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• D•••• W••••• L••	State registered	Apr 3, 2026	n/a	yes	Edmond, OK\|EDMOND, OK	Current employment
L•• C•••••• M••••••••• L••	Independent wealth	Jul 25, 2024	n/a	yes	OKLAHOMA CITY, OK	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• F•••••••• A•••••••	L•• C•••••• M••••••••• L••	Jun 24, 2024	Jul 25, 2024	31	Firm change	Ibd to RIA
A••••• W••••• M•••••••••	B•• F•••••••• A•••••••	Apr 1, 2010	Oct 29, 2019

Relationships

Registered with (4)

→ D••• D•••• W••••• L••Registered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ L•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 29, 2019 to Jun 24, 2024factForm ADV
→ A••••• W••••• M•••••••••

Dated events

Occurred
Jun 24, 2024
Advisor changed firm
J•••• M•••• M•••••• left B•• F•••••••• A••••••• for L•• C•••••• M••••••••• L•• (registered 2024-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd270aa3-5f48-18c6-e9de-73187eea75c2
First observed: Jan 14, 2008
Last observed: Sep 15, 2026 7 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.