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

T•••••• P••• F••••

D•••••••• I••••••••• C••••••••• L••otherPortland, OrIA-onlyIAPD 5030200

Feed of 09/14/2026

Also filed as Timothy P. Foley

At current firm

0 y

since Jan 26, 2026

In the industry

19 y

since Nov 16, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D•••••••• I••••••••• C••••••••• L•• other current
since Jan 26, 2026 · Portland, Or
V••• R••••••••• A•••••••• L•• other
Aug 22, 2023 to Feb 27, 2024 · Sherwood, Or
V••• F•••••••• P•••••••• L•• former
Feb 9, 2023 to Jul 17, 2023 · Sherwood, Or
E•••••• A••••••• G••••• L•• BD affiliated
May 28, 2019 to Nov 25, 2022 · Andover, Ma

Moves

a registration end followed by a registration begin elsewhere

V••• R••••••••• A•••••••• L•• to D•••••••• I••••••••• C••••••••• L••
left Feb 27, 2024, registered Jan 26, 2026 (699 days) · Other
V••• F•••••••• P•••••••• L•• to V••• R••••••••• A•••••••• L••
left Jul 17, 2023, registered Aug 22, 2023 (36 days) · channel change inside one enterprise, not a move · moved with a team
E•••••• A••••••• G••••• L•• to V••• F•••••••• P•••••••• L••
left Nov 25, 2022, registered Feb 9, 2023 (76 days) · Other

Signals

T•••••• P••• F•••• left V••• R••••••••• A•••••••• L•• for D•••••••• I••••••••• C••••••••• L•• (registered 2026-01-26)
Feb 27, 2024 · Advisor changed firm · fact
T•••••• P••• F•••• left E•••••• A••••••• G••••• L•• for V••• F•••••••• P•••••••• L•• (registered 2023-02-09)
Nov 25, 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: Other adviserderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address