DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A••••• D•••• P•••••••••

M••••• C•••••• P•••••••• L••independent RIAEugene, OrIA-onlyIAPD 1408187

Feed of 09/14/2026

Also filed as Andy P•••••••••

At current firm

0 y

since Jan 2, 2026

In the industry

39 y

since Jun 9, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Client Portfolio Managerreportedmartincp.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

M••••• C•••••• P•••••••• L•• independent RIA current
since Jan 2, 2026 · Eugene, Or
W•• I••••••••• M••••••••• other
Aug 6, 2024 to Jul 8, 2025 · Eugene, Or
S••••••• W••••• M••••••••• L•• former
Nov 29, 2016 to Nov 18, 2022 · Eugene, Or
T•• P••••••••• G•••• former
Dec 9, 2013 to Feb 2, 2017 · Eugene, Or
W•••• F•••• A••••••• wirehouse
Oct 14, 2011 to Dec 4, 2013 · Eugene, Or
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to Oct 14, 2011 · Eugene, Or
W•••• F•••• I••••••••• L•• unclassified
Aug 4, 1997 to Jan 3, 2011 · Eugene, Or

Moves

a registration end followed by a registration begin elsewhere

W•• I••••••••• M••••••••• to M••••• C•••••• P•••••••• L••
left Jul 8, 2025, registered Jan 2, 2026 (178 days) · Other · moved with a team
S••••••• W••••• M••••••••• L•• to W•• I••••••••• M•••••••••
left Nov 18, 2022, registered Aug 6, 2024 (627 days) · Other
T•• P••••••••• G•••• to S••••••• W••••• M••••••••• L••
left Feb 2, 2017, registered Nov 29, 2016 (-65 days) · Other
W•••• F•••• A••••••• to T•• P••••••••• G••••
left Dec 4, 2013, registered Dec 9, 2013 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Oct 14, 2011, registered Oct 14, 2011 (0 days) · channel change inside one enterprise, not a move
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

A••••• D•••• P••••••••• left W•• I••••••••• M••••••••• for M••••• C•••••• P•••••••• L•• (registered 2026-01-02)
Jul 8, 2025 · Advisor changed firm · fact
A••••• D•••• P••••••••• left S••••••• W••••• M••••••••• L•• for W•• I••••••••• M••••••••• (registered 2024-08-06)
Nov 18, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address