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T••••• A• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

T••••• A• W•••••

Advisor at R••••• F•••••••• G••••• L••

TIGARD, OR

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Search this name across graphsid dfx:ria:41e816f4-5ce7-935a-1cf7-f0bb27b5401a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Apr 3, 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: R••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
R••••• F•••••••• G••••• L••	Independent wealth	Apr 7, 2025	n/a	yes	TIGARD, OR	Current employment
D•• A•••••• G••••• I•••	Independent wealth	Jun 12, 2023	Mar 7, 2025	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
P••• F•••••••• A•••••••	D•• A•••••• G••••• I•••	May 30, 2025	Jun 12, 2023	-718	Firm change after gap	RIA to RIA
D•• A•••••• G••••• I•••	R••••• F•••••••• G••••• L••	Mar 7, 2025

Relationships

Registered with (7)

→ R••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ P••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 15, 2023 to May 30, 2025factForm ADV
→ D•• A•••••• G••••• I•••Registered adviserregistration: previous registration
Jun 12, 2023 to Mar 7, 2025factForm ADV
→ A•••• G••••• A•••••••• L••

Dated events

Occurred
May 30, 2025
A•••••• firm change
T••••• A• W••••• left P••• F•••••••• A••••••• for D•• A•••••• G••••• I••• (registered 2023-06-12)
Form ADVobserved 7 days ago
Occurred
Mar 7, 2025
A•••••• firm change
T••••• A• W••••• left D•• A•••••• G••••• I••• for R••••• F•••••••• G••••• L•• (registered 2025-04-07)
Form ADVobserved 7 days ago
Occurred
Apr 3, 2023
A•••••• firm change
T••••• A• W••••• left A•••• G••••• A•••••••• L•• for P••• F•••••••• A••••••• (registered 2023-03-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41e816f4-5ce7-935a-1cf7-f0bb27b5401a
First observed: Apr 3, 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.