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T••• L• K••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

T••• L• K••••••••

Advisor at F••••••• W•••••• C•••••• M••••••••• I•••

PORTLAND, OR

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Search this name across graphsid dfx:ria:e39c562b-1ee9-05cf-0a5f-186ec5898496

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2007 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: F••••••• W•••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• W•••••• C•••••• M••••••••• I•••	Independent wealth	Jan 3, 2025	n/a	yes	PORTLAND, OR	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 12, 2012	Jul 5, 2017	no	PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F••••••• W•••••• C•••••• M••••••••• I•••	Jul 5, 2017	Jan 3, 2025	2,739	Firm change after gap	Wirehouse to RIA
A••••••••• L•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 8, 2011

Relationships

Registered with (3)

→ F••••••• W•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 12, 2012 to Jul 5, 2017factForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Mar 12, 2007 to Nov 8, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e39c562b-1ee9-05cf-0a5f-186ec5898496
First observed: Mar 12, 2007
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.