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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C•••••• P•••

E•••••• A••••••• G••••• L••BD affiliatedWeatherford, Ok dual registrantIAPD 6827884

Feed of 09/15/2026

Also filed as Cameron Lee Page

At current firm

0 y

since Jan 12, 2026

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Jan 12, 2026 · Weatherford, Ok
M•• I•••••••• S•••••••• L•• BD affiliated
Jun 5, 2024 to Jan 2, 2026 · Weatherford, Ok
E•••••••• A•••••••• L•• national BD
Apr 12, 2024 to May 6, 2024 · Oklahoma City, Ok
C••••• F•••••••• independent RIA
Apr 21, 2023 to Jan 17, 2024 · Lenexa, Ks
C••••• I••••••••• A••••••• L•• BD affiliated
Apr 5, 2018 to Mar 31, 2023 · Clinton, Ok
E••••• J•••• national BD
Sep 19, 2017 to Mar 26, 2018 · Tempe, Az

Moves

a registration end followed by a registration begin elsewhere

M•• I•••••••• S•••••••• L•• to E•••••• A••••••• G••••• L••
left Jan 2, 2026, registered Jan 12, 2026 (10 days) · Affiliated broker-dealer or bank to another
E•••••••• A•••••••• L•• to M•• I•••••••• S•••••••• L••
left May 6, 2024, registered Jun 5, 2024 (30 days) · Affiliated broker-dealer or bank to another
C••••• F•••••••• to E•••••••• A•••••••• L••
left Jan 17, 2024, registered Apr 12, 2024 (86 days) · RIA to affiliated broker-dealer or bank
C••••• I••••••••• A••••••• L•• to C••••• F••••••••
left Mar 31, 2023, registered Apr 21, 2023 (21 days) · Affiliated broker-dealer or bank to independent RIA
E••••• J•••• to C••••• I••••••••• A••••••• L••
left Mar 26, 2018, registered Apr 5, 2018 (10 days) · Affiliated broker-dealer or bank to another

Signals

C•••••• P••• left M•• I•••••••• S•••••••• L•• for E•••••• A••••••• G••••• L•• (registered 2026-01-12)
Jan 2, 2026 · Advisor changed firm · fact
C•••••• P••• left E•••••••• A•••••••• L•• for M•• I•••••••• S•••••••• L•• (registered 2024-06-05)
May 6, 2024 · Advisor changed firm · fact
C•••••• P••• left C••••• F•••••••• for E•••••••• A•••••••• L•• (registered 2024-04-12)
Jan 17, 2024 · Advisor changed firm · fact
C•••••• P••• left C••••• I••••••••• A••••••• L•• for C••••• F•••••••• (registered 2023-04-21)
Mar 31, 2023 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address