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

S••••• L•••• S•••••••

O•••• W•••••• I•••BD affiliatedOklahoma City, Ok IA-onlyIAPD 7130970

Certified Financial Planner

Feed of 09/15/2026

Also filed as Sylvia L Campbell

At current firm

0 y

since Oct 17, 2025

In the industry

11 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• W•••••• I••• BD affiliated current
since Oct 17, 2025 · Norman, Ok
R••••••••• I••••••••• A••••••• I•• independent RIA
Oct 17, 2022 to Oct 20, 2025 · Oklahoma City, Ok
W•••• F•••• A••••••• wirehouse
Jun 15, 2020 to Oct 12, 2022 · Edmond, Ok
W••••• W••••• independent RIA
Aug 2, 2019 to Feb 18, 2020 · Oklahoma City, Ok

Moves

a registration end followed by a registration begin elsewhere

R••••••••• I••••••••• A••••••• I•• to O•••• W•••••• I•••
left Oct 20, 2025, registered Oct 17, 2025 (-3 days) · RIA to affiliated broker-dealer or bank
W•••• F•••• A••••••• to R••••••••• I••••••••• A••••••• I••
left Oct 12, 2022, registered Oct 17, 2022 (5 days) · Wirehouse to independent RIA
W••••• W••••• to W•••• F•••• A•••••••
left Feb 18, 2020, registered Jun 15, 2020 (118 days) · RIA to wirehouse

Signals

S••••• L•••• S••••••• left R••••••••• I••••••••• A••••••• I•• for O•••• W•••••• I••• (registered 2025-10-17)
Oct 20, 2025 · Advisor changed firm · fact
S••••• L•••• S••••••• left W•••• F•••• A••••••• for R••••••••• I••••••••• A••••••• I•• (registered 2022-10-17)
Oct 12, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address