DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

W•••••• M••••••• L•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Edmond, OK | Hinton, 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:c957ad24-9b6e-916b-9f14-ca303200f805

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 16, 2006 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 25, 2021	n/a	yes	Hinton, OK\|Edmond, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 3, 2015	Jun 29, 2021	no	OKLAHOMA CITY, OK\|EDMOND, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jun 29, 2021	Jun 25, 2021	-4	Firm change	Wirehouse to ibd
I••••••••• P••••••••• I•••	W•••• F•••• A•••••••	Nov 17, 2015	Nov 3, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:149018:OK:2021-06-29	Jun 29, 2021	Jun 25, 2021	OKLAHOMA CITY, OK	Firm change

Relationships

Registered with (5)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jun 25, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 3, 2015 to Jun 29, 2021factForm ADV
→ I••••••••• P••••••••• I•••Registered adviserregistration: previous registration
May 20, 2009 to Nov 17, 2015factForm ADV
→ M••••• S•••••• • C•• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c957ad24-9b6e-916b-9f14-ca303200f805
First observed: Oct 16, 2006
Last observed: Sep 15, 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.