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M•••• E••••••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

M•••• E••••••• O••••

Advisor at T••• P•••••• W••••• A•••••••• L••

MCMINNVILLE, OR | SALEM, OR

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Search this name across graphsid dfx:ria:667d04e0-5843-472d-c702-6a16c4c96f9a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2007 to Sep 15, 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: T••• P•••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• P•••••• W••••• A•••••••• L••	Independent wealth	Sep 1, 2023	n/a	yes	MCMINNVILLE, OR\|SALEM, OR	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Jul 23, 2015	Oct 13, 2023	no	MCMINNVILLE, OR\|KAPOLEI, HI\|Honolulu, HI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• C•••••• F•••••••• A•••••••	T••• P•••••• W••••• A•••••••• L••	Oct 13, 2023	Sep 1, 2023	-42	Firm change after gap	Ibd to RIA
W•••••• P••••••• C•••••••	U••••• C•••••• F•••••••• A•••••••	Nov 2, 2017	Jul 23, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
133901:134600:OR:2017-11-02	Nov 2, 2017	Jul 23, 2015	MCMINNVILLE, OR	Firm change after gap

Relationships

Registered with (3)

→ T••• P•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jul 23, 2015 to Oct 13, 2023factForm ADV
→ W•••••• P••••••• C•••••••Registered adviserregistration: previous registration
Nov 6, 2007 to Nov 2, 2017factForm ADV

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
M•••• E••••••• O•••• left U••••• C•••••• F•••••••• A••••••• for T••• P•••••• W••••• A•••••••• L•• (registered 2023-09-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:667d04e0-5843-472d-c702-6a16c4c96f9a
First observed: Nov 6, 2007
Last observed: Sep 15, 2026 7 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.