DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
M•••••• P••••• J•••••
C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedOklahoma City, Okdual registrantIAPD 6331890
Certified Financial Planner
Feed of 09/14/2026
Also filed as M•••••• P• J•••••
At current firm
3 y
since Apr 13, 2023
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Apr 13, 2023 · Oklahoma City, Ok
- O•••• W•••••• I••• BD affiliatedNov 2, 2018 to May 9, 2019 · Oklahoma City, Ok
- S••••••• I••••••••• I••• formerApr 19, 2017 to Nov 2, 2018 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left May 9, 2019, registered Apr 13, 2023 (1435 days) · Affiliated broker-dealer or bank to another
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address