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RIA / WealthAdvisor15 years in industry

MILES PANAKO LEWIS

Advisor at BECKER CAPITAL MANAGEMENT, INC.

PORTLAND, OR

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Search this name across graphsid dfx:ria:a321a1fc-e18e-11fc-ef41-7846ab238eb4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 11, 2016 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: BECKER CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 11, 2016
First registration: Jul 11, 2016
Dual registered: no
IAPD individual key: 6470500

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
BECKER CAPITAL MANAGEMENT, INC.	Independent wealth	Jul 29, 2026	n/a	yes	PORTLAND, OR	Current employment
ALDRICH WEALTH LP	Independent wealth	May 13, 2022	Jul 7, 2026	no	LAKE OSWEGO, OR	Previous registration
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Independent wealth	Jan 8, 2020	May 11, 2022	no	PORTLAND, OR	Previous registration
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.	Independent wealth	Jul 11, 2016	Nov 22, 2017	no	PORTLAND, 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
ALDRICH WEALTH LP	BECKER CAPITAL MANAGEMENT, INC.	Jul 7, 2026	Jul 29, 2026	22	Firm change	RIA to RIA
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	ALDRICH WEALTH LP	May 11, 2022	May 13, 2022	2	Firm change	RIA to RIA
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.	TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Nov 22, 2017	Jan 8, 2020	777	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ BECKER CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ ALDRICH WEALTH LPRegistered adviserregistration: previous registration
May 13, 2022 to Jul 7, 2026factForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 8, 2020 to May 11, 2022factForm ADV
→ PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 11, 2016 to Nov 22, 2017factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Miles Panako Lewis left Aldrich Wealth Lp for Becker Capital Management, Inc. (registered 2026-07-29)
Form ADVobserved 4 days ago
Occurred
May 11, 2022
Advisor changed firm
Miles Panako Lewis left Tru Independence Asset Management, Llc for Aldrich Wealth Lp (registered 2022-05-13)
Form ADVobserved 4 days ago