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RIA / WealthAdvisor17 years in industry

TASHA IMMACOLATA MAUSS

Advisor at SAMARA CAPITAL

BEAVERTON, OR

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Search this name across graphsid dfx:ria:470d2c0e-7d80-e794-e8e9-76c2a46ca515

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 10, 2008 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: SAMARA CAPITAL
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: Dec 8, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 8, 2008
First registration: Dec 10, 2008
Dual registered: no
Other names: TASHA WINKLER|TASHA IMMACOLATA WINKLER|TASHA WINKLER-MAUSS|TASHA MAUSS|TASHA IMMACOLATA WINKLER-MAUSS
IAPD individual key: 5373393

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
SAMARA CAPITAL	Independent wealth	Jul 25, 2025	n/a	yes	BEAVERTON, OR	Current employment
STRATEGIC WEALTH PARTNERS, LTD.	Independent wealth	May 16, 2021	Jul 21, 2025	no	INDEPENDENCE, OH\|PORTLAND, OR\|Lake Oswego, OR	Previous registration
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Independent wealth	Feb 14, 2017	Jun 1, 2021	no	PORTLAND, OR	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Aug 20, 2012	Mar 10, 2017	no	PORTLAND, OR\|PORTLAND, OR\|SALEM, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Aug 17, 2009	Aug 8, 2012	no	Vancouver, WA\|PORTLAND, OR\|PORTLAND, OR\|KEIZER, OR\|SALEM, OR\|TROUTDALE, OR	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 10, 2008	Feb 13, 2009	no	PORTLAND, OR	Previous registration

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
STRATEGIC WEALTH PARTNERS, LTD.	SAMARA CAPITAL	Jul 21, 2025	Jul 25, 2025	4	Firm change	RIA to new firm
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	STRATEGIC WEALTH PARTNERS, LTD.	Jun 1, 2021	May 16, 2021	-16	Firm change	RIA to RIA
U.S. BANCORP ADVISORS, LLC	TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Mar 10, 2017	Feb 14, 2017	-24	Firm change	Other
KEY INVESTMENT SERVICES LLC	U.S. BANCORP ADVISORS, LLC	Aug 8, 2012	Aug 20, 2012	12	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	KEY INVESTMENT SERVICES LLC	Feb 13, 2009	Aug 17, 2009	185	Firm change	Other

Relationships

Registered with (6)

→ SAMARA CAPITALRegistered adviserregistration: current employment
Jul 25, 2025 to presentfactForm ADV
→ STRATEGIC WEALTH PARTNERS, LTD.Registered adviserregistration: previous registration
May 16, 2021 to Jul 21, 2025factForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 14, 2017 to Jun 1, 2021factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 20, 2012 to Mar 10, 2017factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Aug 17, 2009 to Aug 8, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 10, 2008 to Feb 13, 2009factForm ADV

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
Tasha Immacolata Mauss left Strategic Wealth Partners, Ltd. for Samara Capital (registered 2025-07-25)
Form ADVobserved 4 days ago