DFX Intelligence

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

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RIA / WealthAdvisor42 years in industry

J•••• C•••••• B•••••••••

Advisor at P••• G•••• F••••••••• I•••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:c3041782-4e98-889c-5518-6951340cc019

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jun 29, 1998 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: P••• G•••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 27, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• G•••• F••••••••• I•••	Independent wealth	Jan 26, 2023	n/a	yes	OKLAHOMA CITY, OK	Current employment
P••• G•••• F••••••••• I•••	Independent wealth	Mar 13, 2018	Dec 31, 2022	no	OKLAHOMA CITY, OK\|Oklahoma City, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• R••••••• G•••• L••	P••• G•••• F••••••••• I•••	Feb 23, 2018	Mar 13, 2018	18	Firm change	Other
O••••••••• S••••••••• I•••	S••••• R••••••• G•••• L••	Oct 4, 2016	Oct 18, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
166392:116508:OK:2018-02-23	Feb 23, 2018	Mar 13, 2018	EDMOND, OK	Firm change

Relationships

Registered with (10)

→ P••• G•••• F••••••••• I•••Registered adviserregistration: previous registration
Mar 13, 2018 to Dec 31, 2022factForm ADV
→ S••••• R••••••• G•••• L••Registered adviserregistration: previous registration
Oct 18, 2016 to Feb 23, 2018factForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 15, 2013 to Oct 4, 2016factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3041782-4e98-889c-5518-6951340cc019
First observed: Jun 29, 1998
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.