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Advisor at MARTIN CAPITAL PARTNERS, LLC
EUGENE, 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 |
|---|---|---|---|---|---|---|
| MARTIN CAPITAL PARTNERS, LLC | Independent wealth | Jan 2, 2026 | n/a | yes | EUGENE, OR | Current employment |
| WCM INVESTMENT MANAGEMENT | Other adviser | Aug 6, 2024 | Jul 8, 2025 | no | Eugene, OR|LAGUNA BEACH, CA | Previous registration |
| SHEPPARD WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 29, 2016 | Nov 18, 2022 | no | Eugene, OR|BEND, OR|Eugene, OR | Previous registration |
| THE PAPENDIECK GROUP | Former SEC adviser | Dec 9, 2013 | Feb 2, 2017 | no | EUGENE, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 14, 2011 | Dec 4, 2013 | no | EUGENE, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Oct 14, 2011 | no | EUGENE, OR|BEND, OR | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Aug 4, 1997 | Jan 3, 2011 | no | EUGENE, OR|EUGENE, OR|EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | MARTIN CAPITAL PARTNERS, LLC | Jul 8, 2025 | Jan 2, 2026 | 178 | Firm change | Other |
| SHEPPARD WEALTH MANAGEMENT, LLC | WCM INVESTMENT MANAGEMENT | Nov 18, 2022 | Aug 6, 2024 | 627 | Firm change after gap | Other |
| THE PAPENDIECK GROUP | SHEPPARD WEALTH MANAGEMENT, LLC | Feb 2, 2017 | Nov 29, 2016 | -65 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | THE PAPENDIECK GROUP | Dec 4, 2013 | Dec 9, 2013 | 5 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Oct 14, 2011 | Oct 14, 2011 | 0 | Channel change | Wirehouse to wirehouse |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104702:153452:CA:2025-07-08 | Jul 8, 2025 | Jan 2, 2026 | LAGUNA BEACH, CA | Firm change |