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T•••• R••••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

T•••• R••••••• E••••••

Advisor at W•••••••• W••••• P••••••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:1d497bc5-014a-529a-3019-5cd365787fee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W•••••••• W••••• P••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• W••••• P••••••• L••	State registered	Jan 1, 2026	n/a	yes	PORTLAND, OR	Current employment
H•••••• T••••••• • K•••• L••	Independent wealth	Jun 5, 2014	Nov 3, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	W•••••••• W••••• P••••••• L••	Nov 3, 2016	Jan 1, 2026	3,346	Firm change after gap	Other

Relationships

Registered with (2)

→ W•••••••• W••••• P••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Jun 5, 2014 to Nov 3, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d497bc5-014a-529a-3019-5cd365787fee
First observed: Jun 5, 2014
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.