DFX Intelligence

Data Factory

RIA / WealthAdvisor42 years in industry

Robert William Noack

Advisor at TPG FINANCIAL ADVISORS, LLC

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9dcdcedd-0d13-b9a7-5ec3-38d5846d1972

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 6, 2007 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: TPG FINANCIAL ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Mar 20, 1984
First registration: Sep 6, 2007
Dual registered: no
Other names: BOB NOACK|BOBBY NOACK|ROB NOACK
IAPD individual key: 1242704

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
TPG FINANCIAL ADVISORS, LLC	Mixed wealth	Feb 6, 2023	n/a	yes	PORTLAND, OR	Current employment
CONWAY PARTNERS	Independent wealth	Apr 8, 2022	Jan 31, 2023	no	INCLINE VILLAGE, NV\|LAKE OSWEGO, OR	Previous registration
ALLIUM FINANCIAL ADVISORS, LLC	Independent wealth	Aug 1, 2019	Mar 12, 2022	no	LAKE OSWEGO, OR	Previous registration
MORGAN STANLEY	Wirehouse	Jun 26, 2019	Jul 16, 2019	no	Portland, OR	Previous registration
AEQUITAS INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 6, 2007	Jun 18, 2014	no	LAKE OSWEGO, 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
CONWAY PARTNERS	TPG FINANCIAL ADVISORS, LLC	Jan 31, 2023	Feb 6, 2023	6	Firm change	RIA to RIA
ALLIUM FINANCIAL ADVISORS, LLC	CONWAY PARTNERS	Mar 12, 2022	Apr 8, 2022	27	Firm change	RIA to new firm
MORGAN STANLEY	ALLIUM FINANCIAL ADVISORS, LLC	Jul 16, 2019	Aug 1, 2019	16	Firm change	Wirehouse to RIA
AEQUITAS INVESTMENT MANAGEMENT, LLC	MORGAN STANLEY	Jun 18, 2014	Jun 26, 2019	1,834	Firm change after gap	Other

Relationships

Registered with (5)

→ TPG FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Feb 6, 2023 to presentfactForm ADV
→ CONWAY PARTNERSRegistered adviserregistration: previous registration
Apr 8, 2022 to Jan 31, 2023factForm ADV
→ ALLIUM FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 1, 2019 to Mar 12, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 26, 2019 to Jul 16, 2019factForm ADV
→ AEQUITAS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 6, 2007 to Jun 18, 2014factForm ADV

Dated events

Occurred
Jan 31, 2023
Advisor changed firm
Robert William Noack left Conway Partners for Tpg Financial Advisors, Llc (registered 2023-02-06)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2022
Advisor changed firm
Robert William Noack left Allium Financial Advisors, Llc for Conway Partners (registered 2022-04-08)
Form ADVobserved 5 days ago