DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at R.J. CLOUD ADVISORS & COMPANY
BIXBY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R.J. CLOUD ADVISORS & COMPANY | Independent wealth | Aug 23, 2022 | n/a | yes | BIXBY, OK | Current employment |
| R.J. CLOUD ADVISORS & COMPANY | Independent wealth | Sep 1, 2017 | Jul 29, 2022 | no | BIXBY, OK | Previous registration |
| THE LEGACY FINANCIAL GROUP, INC. | Independent wealth | Dec 5, 2014 | Aug 26, 2019 | no | TULSA, OK|Tulsa, OK | Previous registration |
| WARBURTON CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 3, 2009 | Sep 23, 2014 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE LEGACY FINANCIAL GROUP, INC. | R.J. CLOUD ADVISORS & COMPANY | Aug 26, 2019 | Sep 1, 2017 | -724 | Firm change after gap | RIA to RIA |
| WARBURTON CAPITAL MANAGEMENT, LLC | THE LEGACY FINANCIAL GROUP, INC. | Sep 23, 2014 | Dec 5, 2014 | 73 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 135059:289371:OK:2019-08-26 | Aug 26, 2019 | Sep 1, 2017 | TULSA, OK | Firm change after gap |