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.

Registered advisor

Tasha Immacolata Mauss

Samara Capitalindependent RIABeaverton, OrIA-onlyIAPD 5373393

Feed of 09/14/2026

Also filed as Tasha Winkler

At current firm

1 y

since Jul 25, 2025

In the industry

17 y

since Dec 8, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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: Principalreportedsamara-capital.comfirm site, Sep 16, 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

Samara Capital independent RIA current
since Jul 25, 2025 · Beaverton, Or
Strategic Wealth Partners, Ltd. independent RIA
May 16, 2021 to Jul 21, 2025 · Independence, Oh
Tru Independence Asset Management, LLC independent RIA
Feb 14, 2017 to Jun 1, 2021 · Portland, Or
U.S. Bancorp Advisors, LLC BD affiliated
Aug 20, 2012 to Mar 10, 2017 · Portland, Or
Key Investment Services LLC BD affiliated
Aug 17, 2009 to Aug 8, 2012 · Vancouver, Wa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 10, 2008 to Feb 13, 2009 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

Strategic Wealth Partners, Ltd. to Samara Capital
left Jul 21, 2025, registered Jul 25, 2025 (4 days) · RIA to a newly registered adviser
Tru Independence Asset Management, LLC to Strategic Wealth Partners, Ltd.
left Jun 1, 2021, registered May 16, 2021 (-16 days) · RIA to RIA
U.S. Bancorp Advisors, LLC to Tru Independence Asset Management, LLC
left Mar 10, 2017, registered Feb 14, 2017 (-24 days) · Other
Key Investment Services LLC to U.S. Bancorp Advisors, LLC
left Aug 8, 2012, registered Aug 20, 2012 (12 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Key Investment Services LLC
left Feb 13, 2009, registered Aug 17, 2009 (185 days) · Other

Signals

Tasha Immacolata Mauss left Strategic Wealth Partners, Ltd. for Samara Capital (registered 2025-07-25)
Jul 21, 2025 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address