DFX Intelligence

A•• E•••••••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

A•• E•••••••• G•••••

Advisor at T•• M••••• G••••• 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:c62faa18-3b09-6483-9f5a-7090e065f5c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2010 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•• M••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• M••••• G••••• L••	I•••••••••_WEALTH	Jul 18, 2025	n/a	yes	Portland, OR	Current employment
I••••••••• P••••••••• A•••••••• L••	Former SEC adviser	Mar 16, 2016	Jul 18, 2025	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• P••••••••• A•••••••• L••	T•• M••••• G••••• L••	Jul 18, 2025	Jul 18, 2025	0	Firm change	RIA to RIA
B••••• R••• P•••••••	I••••••••• P••••••••• A•••••••• L••	Jun 30, 2016	Mar 16, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
139649:156005:OR:2025-07-18	Jul 18, 2025	Jul 18, 2025	PORTLAND, OR	Firm change

Relationships

Registered with (5)

→ T•• M••••• G••••• L••Registered adviserregistration: current employment
Jul 18, 2025 to presentfactForm ADV
→ I••••••••• P••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 16, 2016 to Jul 18, 2025factForm ADV
→ B••••• R••• P•••••••Registered adviserregistration: previous registration
Dec 12, 2013 to Jun 30, 2016factForm ADV
→ S••••••••• W••••• M••••••••• L••

Dated events

Occurred
Jul 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c62faa18-3b09-6483-9f5a-7090e065f5c5
First observed: Feb 26, 2010
Last observed: Sep 14, 2026 8 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.