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.
Registered advisor
Darlene Lynn Shipe
Feed of 09/15/2026
Also filed as Darlene Lynn Smith
At current firm
5 y
since Jul 19, 2021
In the industry
31 y
since Nov 28, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Wealth Consulting Group independent RIA currentsince Jul 19, 2021 · Edmond, Ok
- Householder Group Estate & Retirement Specialists formerNov 19, 2013 to Sep 9, 2021 · Edmond, Ok
- Householder Group Financial Advisors, LLC formerJun 1, 2011 to Nov 20, 2013 · Edmond, Ok
- Ibc Investments unclassifiedApr 7, 2010 to May 2, 2011 · Oklahoma City, Ok
- Geary Securities, Inc. unclassifiedAug 9, 2002 to Sep 1, 2004 · Oklahoma City, Ok
- Banc One Securities Corporation unclassifiedMay 31, 2002 to Aug 7, 2002 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Householder Group Estate & Retirement Specialists to The Wealth Consulting Groupleft Sep 9, 2021, registered Jul 19, 2021 (-52 days) · RIA to RIA · moved with a team
- Householder Group Financial Advisors, LLC to Householder Group Estate & Retirement Specialistsleft Nov 20, 2013, registered Nov 19, 2013 (-1 days) · Other
- Ibc Investments to Householder Group Financial Advisors, LLCleft May 2, 2011, registered Jun 1, 2011 (30 days) · Other
- Geary Securities, Inc. to Ibc Investmentsleft Sep 1, 2004, registered Apr 7, 2010 (2044 days) · Other
- Banc One Securities Corporation to Geary Securities, Inc.left Aug 7, 2002, registered Aug 9, 2002 (2 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address