DFX Intelligence

R•••••• D• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

R•••••• D• K••••••

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

Edmond, OK

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Search this name across graphsid dfx:ria:e08c308b-a502-b0ba-f4eb-02af9a5b62bd

Data as of Sep 14, 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: 3
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2017 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Dec 13, 2018	n/a	yes	Edmond, OK	Current employment
M••••••	Bd affiliated wealth	Mar 12, 2018	Aug 24, 2018	no	OKLAHOMA CITY, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 24, 2018	Dec 13, 2018	111	Firm change	RIA to ibd
M•••••• W••••• A•••••••	M••••••	Jul 3, 2018	Mar 12, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
107355:140195:OK:2018-07-03	Jul 3, 2018	Mar 12, 2018	OKLAHOMA CITY, OK	Firm change after gap

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Dec 13, 2018 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Mar 12, 2018 to Aug 24, 2018factForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jan 24, 2017 to Jul 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e08c308b-a502-b0ba-f4eb-02af9a5b62bd
First observed: Jan 24, 2017
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.