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Advisor at THE MATHER GROUP, LLC
Portland, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Jul 18, 2025 | n/a | yes | Portland, OR | Current employment |
| INDEPENDENT PROGRESSIVE ADVISORS, LLC | Former SEC adviser | Feb 22, 2018 | Jul 18, 2025 | no | PORTLAND, OR | Previous registration |
| SKYLINE FINANCIAL NORTHWEST | Independent wealth | Jan 2, 2015 | May 14, 2018 | no | PORTLAND, OR | Previous registration |
| SPRINGWATER WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 19, 2013 | Mar 5, 2015 | no | LAKE OSWEGO, OR | Previous registration |
| MAAS CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 2, 2010 | Oct 9, 2013 | no | PORTLAND, OR | Previous registration |
| WIPFLI FINANCIAL ADVISORS, LLC | Former SEC adviser | Oct 31, 2006 | Feb 1, 2012 | no | MILWAUKEE, WI | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 25, 2000 | Dec 17, 2002 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT PROGRESSIVE ADVISORS, LLC | THE MATHER GROUP, LLC | Jul 18, 2025 | Jul 18, 2025 | 0 | Firm change | RIA to RIA |
| SKYLINE FINANCIAL NORTHWEST | INDEPENDENT PROGRESSIVE ADVISORS, LLC | May 14, 2018 | Feb 22, 2018 | -81 | Firm change after gap | RIA to RIA |
| SPRINGWATER WEALTH MANAGEMENT, LLC | SKYLINE FINANCIAL NORTHWEST | Mar 5, 2015 | Jan 2, 2015 | -62 | Firm change after gap | Other |
| MAAS CAPITAL ADVISORS, LLC | SPRINGWATER WEALTH MANAGEMENT, LLC | Oct 9, 2013 | Jun 19, 2013 | -112 | Firm change after gap | Other |
| WIPFLI FINANCIAL ADVISORS, LLC | MAAS CAPITAL ADVISORS, LLC | Feb 1, 2012 | Jul 2, 2010 | -579 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | WIPFLI FINANCIAL ADVISORS, LLC | Dec 17, 2002 | Oct 31, 2006 | 1,414 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139649:156005:OR:2025-07-18 | Jul 18, 2025 | Jul 18, 2025 | PORTLAND, OR | Firm change |