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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J••••• L•• C•••••••

Advisor at B•• F•••••••• A•••••••

Oklahoma City, OK | NORMAN, OK

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Search this name across graphsid dfx:ria:d20d9389-0895-81c6-5ec0-c64cc7229054

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 5, 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: B•• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• A•••••••	Bd affiliated wealth	Mar 10, 2009	n/a	yes	NORMAN, OK\|Oklahoma City, OK	Current employment
A••••• W••••• M•••••••••	Independent wealth	May 5, 2004	Mar 19, 2009	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• M•••••••••	B•• F•••••••• A•••••••	Mar 19, 2009	Mar 10, 2009	-9	Firm change	Other

Relationships

Registered with (2)

→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Mar 10, 2009 to presentfactForm ADV
→ A••••• W••••• M•••••••••Registered adviserregistration: previous registration
May 5, 2004 to Mar 19, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d20d9389-0895-81c6-5ec0-c64cc7229054
First observed: May 5, 2004
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.