S•••• S•••••••

Advisor at T•• I••••••••• A•••• M••••••••• L••

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:b9d4472b-1b93-23fb-0f49-83169eb79b6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2006 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: T•• I••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••••• A•••• M••••••••• 2• L••	Independent wealth	Nov 2, 2021	n/a	yes	PORTLAND, OR	Current employment
T•• I••••••••• A•••• M••••••••• L••	Independent wealth	Jul 11, 2019	n/a	yes	PORTLAND, OR	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• L••••• W••••• A•••••••• L••	T•• I••••••••• A•••• M••••••••• 2• L••	Jan 7, 2021	Nov 2, 2021	299	Firm change	RIA to RIA
M• H••••••• S••••••••• I•••	T•• I••••••••• A•••• M••••••••• L••	Mar 4, 2019	Jul 11, 2019

Relationships

Registered with (6)

→ T•• I••••••••• A•••• M••••••••• 2• L••Registered adviserregistration: current employment
Nov 2, 2021 to presentfactForm ADV
→ T•• I••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 11, 2019 to presentfactForm ADV
→ S•••• L••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2020 to Jan 7, 2021factForm ADV
→ M• H••••••• S••••••••• I•••

Dated events

Occurred
Jun 24, 2026
Advisor owns new adviser
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9d4472b-1b93-23fb-0f49-83169eb79b6e
First observed: Nov 18, 2006
Last observed: Sep 14, 2026 9 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.