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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J••••• A•••••••

Advisor at W•••• F•••• A•••••••

OKLAHOMA CITY, OK | EDMOND, OK

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Search this name across graphsid dfx:ria:c1fca292-94a4-7994-1351-10758a37cec2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2005 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 4, 2023	n/a	yes	EDMOND, OK\|OKLAHOMA CITY, OK	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 7, 2016	Dec 20, 2022	no	BROKEN ARROW, OK\|CHOCTAW, OK\|EDMOND, OK\|EDMOND, OK\|EDMOND, OK\|JENKS, OK\|MIDWEST CITY, OK\|MIDWEST CITY, OK\|NORMAN, OK\|NORMAN, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|YUKON, OK\|ABILENE, TX\|ABILENE, TX\|ADDISON, TX\|AMARILLO, TX\|AMARILLO, TX\|FARMERS BRANCH, TX\|LEVELLAND, TX\|MIDLAND, TX\|MIDLAND, TX\|ODESSA, TX\|ODESSA, TX\|WICHITA FALLS, TX\|WICHITA FALLS, TX\|OKLAHOMA CITY, OK\|Oklahoma City, OK\|LUBBOCK, TX\|Broken Arrow, OK\|Lubbock, TX\|Stillwater, OK\|Oklahoma City, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	W•••• F•••• A•••••••	Dec 20, 2022	Jan 4, 2023	15	Firm change	Wirehouse to wirehouse
A••••• A•• P••••••• S•••••••	J••• M••••• S••••••••• L••	Sep 1, 2016	Oct 7, 2016

Relationships

Registered with (6)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 4, 2023 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 7, 2016 to Dec 20, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Sep 3, 2013 to Sep 1, 2016factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Dec 20, 2022
Advisor changed firm
J••••• A••••••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2023-01-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1fca292-94a4-7994-1351-10758a37cec2
First observed: Aug 29, 2005
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.