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
Brandon Thomas Vowinkle
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brandon Vowinkle
At current firm
4 y
since Dec 9, 2021
In the industry
18 y
since Jun 10, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cavanal Hill Investment Management, Inc. other currentsince Dec 9, 2021 · Denver, Co
- Bok Financial Asset Management, Inc. formerFeb 4, 2015 to Dec 14, 2021 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseApr 26, 2013 to Feb 11, 2015 · Houston, Tx
- Strategic Advisers LLC national BDDec 7, 2011 to Apr 30, 2013 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Asset Management, Inc. to Cavanal Hill Investment Management, Inc.left Dec 14, 2021, registered Dec 9, 2021 (-5 days) · channel change inside one enterprise, not a move · moved with a team
- J.P. Morgan Securities LLC to Bok Financial Asset Management, Inc.left Feb 11, 2015, registered Feb 4, 2015 (-7 days) · Other
- Strategic Advisers LLC to J.P. Morgan Securities LLCleft Apr 30, 2013, registered Apr 26, 2013 (-4 days) · Affiliated broker-dealer or bank to wirehouse
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
- Other adviserderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address