DFX Intelligence
RIA 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
B•••••• R•••••• R•••••••••
Feed of 09/15/2026
Also filed as B•••••• R•••••• Wehling
At current firm
1 y
since Jul 31, 2025
In the industry
19 y
since Dec 1, 2006 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• G••••• A••••••• I••• independent RIA currentsince Jul 31, 2025 · Oklahoma City, Ok
- M••••• S•••••• wirehouseOct 8, 2018 to Jul 21, 2025 · Oklahoma City, Ok
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 10, 2017 to Oct 5, 2018 · Oklahoma City, Ok
- M••••• S•••••• wirehouseJul 10, 2015 to Dec 2, 2016 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M••••• G••••• A••••••• I•••left Jul 21, 2025, registered Jul 31, 2025 (10 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Oct 5, 2018, registered Oct 8, 2018 (3 days) · Wirehouse to wirehouse
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Dec 2, 2016, registered Nov 10, 2017 (343 days) · Wirehouse to wirehouse
Signals
- B•••••• R•••••• R••••••••• left M••••• S•••••• for M••••• G••••• A••••••• I••• (registered 2025-07-31)Jul 21, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address