DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

T•••• W•••••• M•••••••

C••••• I••••••••• A••••••• L••BD affiliatedEdmond, Okdual registrantIAPD 1363764

Feed of 09/14/2026

Also filed as Terry W Mclemore

At current firm

1 y

since Sep 5, 2025

In the industry

41 y

since May 21, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Sep 5, 2025 · Edmond, Ok
A•••••• A••••••• S••••••• former
Nov 7, 2024 to Sep 5, 2025 · Edmond, Ok
S•• I••••••••• A•••••••• I••• former
Sep 18, 2017 to Nov 7, 2024 · Edmond, Ok
W•• A•••••••• L• former
Aug 4, 2009 to Sep 18, 2017 · Edmond, Ok
C•••••• A•••••••• L•• unclassified
Aug 6, 2004 to Aug 4, 2009 · Oklahoma City, Ok
S•••••• • C••• I••• unclassified
Jun 29, 1999 to Jun 10, 2004 · Oklahoma City, Ok

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
S•• I••••••••• A•••••••• I••• to A•••••• A••••••• S•••••••
left Nov 7, 2024, registered Nov 7, 2024 (0 days) · Affiliated broker-dealer or bank to another
W•• A•••••••• L• to S•• I••••••••• A•••••••• I•••
left Sep 18, 2017, registered Sep 18, 2017 (0 days) · Other
C•••••• A•••••••• L•• to W•• A•••••••• L•
left Aug 4, 2009, registered Aug 4, 2009 (0 days) · Other
S•••••• • C••• I••• to C•••••• A•••••••• L••
left Jun 10, 2004, registered Aug 6, 2004 (57 days) · Other

Signals

T•••• W•••••• M••••••• left S•• I••••••••• A•••••••• I••• for A•••••• A••••••• S••••••• (registered 2024-11-07)
Nov 7, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address