DFX Intelligence
Reading the graph
Reading the graph
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Advisor at V•••••• W••••• M•••••••••
MADRAS, 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 |
|---|---|---|---|---|---|---|
| V•••••• W••••• M••••••••• | Former SEC adviser | Dec 5, 2025 | n/a | yes | MADRAS, OR | Current employment |
| F•••••••• A•••••••• I••••••••• M••••••••• | Former SEC adviser | Oct 5, 2017 | Jan 10, 2020 | no | Lake Oswego, OR|OLYMPIA, WA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••••••• A•••••••• I••••••••• M••••••••• | V•••••• W••••• M••••••••• | Jan 10, 2020 | Dec 5, 2025 | 2,156 | Firm change after gap | RIA to RIA |
| W••••••••• A•••••••• I••• | F•••••••• A•••••••• I••••••••• M••••••••• | Oct 4, 2017 | Oct 5, 2017 |
| W••••••••• A•••••••• I••• | Independent wealth | May 12, 2017 | Oct 4, 2017 | no | HILLSBORO, OR | Previous registration |
| W•••••• • R••• | Former SEC adviser | Jan 20, 2010 | Mar 24, 2017 | no | SEATTLE, WA|LAKE OSWEGO, OR | Previous registration |
| 1 |
| Firm change |
| Other |
| W•••••• • R••• | W••••••••• A•••••••• I••• | Mar 24, 2017 | May 12, 2017 | 49 | Firm change | Other |