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A••••• E•••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

A••••• E•••• O••••

Advisor at T••••• F•••••••• G••••• I••

Oklahoma City, OK

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Search this name across graphsid dfx:ria:ff392edd-8595-89a2-1559-8bd30515104d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 19, 2003 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: T••••• F•••••••• G••••• I••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
T••••• F•••••••• G••••• I••	Independent wealth	Oct 19, 2020	n/a	yes	Oklahoma City, OK	Current employment
T••••• W••••• A•••••••• L••	n/a	Apr 21, 2011	Dec 4, 2020	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
T••••• W••••• A•••••••• L••	T••••• F•••••••• G••••• I••	Dec 4, 2020	Oct 19, 2020	-46	Firm change after gap	Other
S••••••••• A•••••• A•••••••• I•••	T••••• W••••• A•••••••• L••	Sep 6, 2011

Relationships

Registered with (6)

→ T••••• F•••••••• G••••• I••Registered adviserregistration: current employment
Oct 19, 2020 to presentfactForm ADV
→ T••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 21, 2011 to Dec 4, 2020factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 14, 2009 to Sep 6, 2011factForm ADV
→ F• W••••• M•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff392edd-8595-89a2-1559-8bd30515104d
First observed: May 19, 2003
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.