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

Marilynda Robertson Kuehn

Bok Financial AdvisorsBD affiliatedOklahoma City, Ok dual registrantIAPD 2617071

Feed of 09/14/2026

Also filed as Marilynda R Kuehn

At current firm

4 y

since Feb 2, 2022

In the industry

28 y

since Nov 14, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bok Financial Advisors BD affiliated current
since Feb 2, 2022 · Tulsa, Ok
Wells Fargo Advisors wirehouse
Oct 4, 2016 to Feb 15, 2022 · Tulsa, Ok
J.P. Morgan Securities LLC wirehouse
Oct 1, 2008 to May 15, 2012 · Tulsa, Ok
J.P. Morgan Securities Inc. unclassified
Oct 1, 2007 to Oct 1, 2008 · Tulsa, Ok
Citigroup Global Markets Inc. BD affiliated
Apr 1, 2002 to Sep 10, 2007 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Bok Financial Advisors
left Feb 15, 2022, registered Feb 2, 2022 (-13 days) · Wirehouse to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Wells Fargo Advisors
left May 15, 2012, registered Oct 4, 2016 (1603 days) · Wirehouse to wirehouse
J.P. Morgan Securities Inc. to J.P. Morgan Securities LLC
left Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
Citigroup Global Markets Inc. to J.P. Morgan Securities Inc.
left Sep 10, 2007, registered Oct 1, 2007 (21 days) · Other

Signals

Marilynda Robertson Kuehn left Wells Fargo Advisors for Bok Financial Advisors (registered 2022-02-02)
Feb 15, 2022 · 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address