T•••••• K••••

Advisor at T••••• V•••• I••••••••• S•••••••• L••

LAKE OSWEGO, 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:d14ac032-28d3-2d92-d75b-be62228eacdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2013 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••••• V•••• I••••••••• S•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• V•••• I••••••••• S•••••••• L••	State registered	Jan 4, 2016	n/a	yes	LAKE OSWEGO, OR	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	Aug 14, 2013	Oct 9, 2015	no	OLYMPIA, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	T••••• V•••• I••••••••• S•••••••• L••	Oct 9, 2015	Jan 4, 2016	87	Firm change	Other

Relationships

Registered with (2)

→ T••••• V•••• I••••••••• S•••••••• L••Registered adviserregistration: current employment
Jan 4, 2016 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Aug 14, 2013 to Oct 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d14ac032-28d3-2d92-d75b-be62228eacdb
First observed: Aug 14, 2013
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.