DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

J•••• K••• B••••

Advisor at N••••••••• M••••• I••••••••• S•••••••••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:fb71f0c7-a06c-f135-20f8-4ad47400976d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2011 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: N••••••••• M••••• I••••••••• S•••••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Feb 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Feb 17, 2021	n/a	yes	OKLAHOMA CITY, OK	Current employment
T• A••••••••• I••••••••• M••••••••• L••	Former SEC adviser	Feb 7, 2020	Dec 31, 2020	no	Edmund, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	N••••••••• M••••• I••••••••• S•••••••••	Jan 11, 2021	Feb 17, 2021	37	Firm change	Other
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Dec 31, 2020	Feb 7, 2020

Relationships

Registered with (8)

→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2020 to Jan 11, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 7, 2020 to Dec 31, 2020factForm ADV
→ A••••• W••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb71f0c7-a06c-f135-20f8-4ad47400976d
First observed: Sep 20, 2011
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.