DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J•••• J•• W•••••••

Advisor at C•••••• C•••••• M••••••••• L••

MCALESTER, OK

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Search this name across graphsid dfx:ria:da9ea6b4-9e3f-c182-d9e3-a58e2237c567

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2000 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: C•••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 30, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• C•••••• M••••••••• L••	Independent wealth	May 21, 2009	n/a	yes	MCALESTER, OK	Current employment
A•••• • I••••••••• A•••••••• I•••	n/a	Dec 15, 2000	Jun 8, 2009	no	MCALESTER, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• • I••••••••• A•••••••• I•••	C•••••• C•••••• M••••••••• L••	Jun 8, 2009	May 21, 2009	-18	Firm change	Other

Relationships

Registered with (2)

→ C•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
May 21, 2009 to presentfactForm ADV
→ A•••• • I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 15, 2000 to Jun 8, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da9ea6b4-9e3f-c182-d9e3-a58e2237c567
First observed: Dec 15, 2000
Last observed: Sep 14, 2026 9 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.