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
Janet Marie Wedman
Feed of 09/15/2026
At current firm
18 y
since Jan 31, 2008
In the industry
28 y
since Sep 9, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Arvest Wealth Management independent RIA currentsince Jan 31, 2008 · Tulsa, Ok
- Chase Investment Services Corp. formerJul 6, 2005 to Jan 14, 2008 · Oklahoma City, Ok
- Banc One Securities Corporation unclassifiedDec 20, 2002 to Jul 6, 2005 · Okc, Ok
- Morgan Stanley Dw Inc. unclassifiedNov 28, 2001 to Dec 10, 2002 · Ok City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Chase Investment Services Corp. to Arvest Wealth Managementleft Jan 14, 2008, registered Jan 31, 2008 (17 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Banc One Securities Corporationleft Dec 10, 2002, registered Dec 20, 2002 (10 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address