DFX Intelligence
Reading the graph
Reading the graph
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.
Advisor at T•• A•••••••• G••••
LAS VEGAS, NV | Tualatin, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T•• A•••••••• G•••• | Bd affiliated wealth | Jan 23, 2026 | n/a | yes | LAS VEGAS, NV|Tualatin, OR | Current employment |
| O••••• W••••• M••••••••• I••• | n/a | May 1, 2020 | Mar 24, 2026 | no | TUALATIN, OR |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O••••• W••••• M••••••••• I••• | T•• A•••••••• G•••• | Mar 24, 2026 | Jan 23, 2026 | -60 | Firm change after gap | Other |
| W••••••••• A•••••••• I••• | O••••• W••••• M••••••••• I••• | Jun 30, 2020 | May 1, 2020 |
| W••••••••• A•••••••• I••• | Independent wealth | Feb 12, 2014 | Jun 30, 2020 | no | HILLSBORO, OR | Previous registration |
| S•••••••• F•••••••• P•••••••• L•• | Independent wealth | Apr 9, 2013 | Dec 8, 2014 | no | LAKE O•••••, OR|BEND, OR | Previous registration |
| W••••••••• A•••••••• I••• | Independent wealth | Jan 12, 2012 | Jun 21, 2013 | no | HILLSBORO, OR | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | Dec 4, 2003 | Jan 12, 2012 | no | TUALATIN, OR|LAKE O•••••, OR | Previous registration |
| V••••••• I••••••••• A•••••••• I••• | n/a | Oct 26, 1999 | Dec 19, 2003 | no | LAKE O•••••, OR | Previous registration |
| -60 |
| Firm change after gap |
| Other |
| S•••••••• F•••••••• P•••••••• L•• | W••••••••• A•••••••• I••• | Dec 8, 2014 | Feb 12, 2014 | -299 | Firm change after gap | Other |
| W••••••••• A•••••••• I••• | S•••••••• F•••••••• P•••••••• L•• | Jun 21, 2013 | Apr 9, 2013 | -73 | Firm change after gap | Other |
| L•• F•••••••• L•• | W••••••••• A•••••••• I••• | Jan 12, 2012 | Jan 12, 2012 | 0 | Firm change | Other |
| V••••••• I••••••••• A•••••••• I••• | L•• F•••••••• L•• | Dec 19, 2003 | Dec 4, 2003 | -15 | Firm change | Other |