DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SHARED PROSPERITY GROUP
PORTLAND, 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 |
|---|---|---|---|---|---|---|
| SHARED PROSPERITY GROUP | State registered | Oct 31, 2025 | n/a | yes | PORTLAND, OR | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 3, 2023 | Jul 29, 2025 | no | GREENWOOD VILLAGE, CO|Portland, OR|GREENWOOD VILLAGE, CO|Portland, OR | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Oct 17, 2022 | Apr 3, 2023 | no | Vancouver, WA|GREENWOOD VILLAGE, CO | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Aug 16, 2017 | Oct 17, 2022 | no | PLANO, TX | Previous registration |
| Mariner | Bd affiliated wealth | Nov 15, 2016 | May 11, 2017 | no | TULSA, OK | Previous registration |
| MARINER WEALTH ADVISORS | Former SEC adviser | Nov 15, 2016 | May 11, 2017 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | SHARED PROSPERITY GROUP | Jul 29, 2025 | Oct 31, 2025 | 94 | Firm change | Ibd to state RIA |
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Apr 3, 2023 | 0 | Bulk transfer | RIA to ibd |
| FISHER INVESTMENTS | PERSONAL CAPITAL ADVISORS CORPORATION | Oct 17, 2022 | Oct 17, 2022 | 0 | Firm change | RIA to RIA |
| MARINER WEALTH ADVISORS | FISHER INVESTMENTS | May 11, 2017 | Aug 16, 2017 | 97 | Firm change | Other |
| Mariner | MARINER WEALTH ADVISORS | May 11, 2017 | Nov 15, 2016 | -177 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107342:155172:TX:2022-10-17 | Oct 17, 2022 | Oct 17, 2022 | PLANO, TX | Firm change |