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••••• L••• H•••••

I•••••••• W••••• L••independent RIAEugene, OrIA-onlyIAPD 6561875

Feed of 09/14/2026

Also filed as T••••• L••• Buss

At current firm

1 y

since Jan 1, 2025

In the industry

11 y

since Sep 1, 2015 (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: Client Service Managerreportedintegritywealthnw.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

I•••••••• W••••• L•• independent RIA current
since Jan 1, 2025 · Eugene, Or
T••• P•••••• W••••• A•••••••• L•• independent RIA
Oct 3, 2023 to Jul 10, 2024 · Salem, Or
C•••••• S••••• • C••• I••• national BD
Jul 1, 2021 to Oct 17, 2022 · Eugene, Or
4• W••••• M••••••••• L•• independent RIA
Aug 27, 2020 to May 3, 2021 · Eugene, Or
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 7, 2016 to Aug 25, 2020 · Eugene, Or

Moves

a registration end followed by a registration begin elsewhere

T••• P•••••• W••••• A•••••••• L•• to I•••••••• W••••• L••
left Jul 10, 2024, registered Jan 1, 2025 (175 days) · RIA to RIA · moved with a team
C•••••• S••••• • C••• I••• to T••• P•••••• W••••• A•••••••• L••
left Oct 17, 2022, registered Oct 3, 2023 (351 days) · Affiliated broker-dealer or bank to independent RIA
4• W••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left May 3, 2021, registered Jul 1, 2021 (59 days) · RIA to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to 4• W••••• M••••••••• L••
left Aug 25, 2020, registered Aug 27, 2020 (2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team

Signals

T••••• L••• H••••• left T••• P•••••• W••••• A•••••••• L•• for I•••••••• W••••• L•• (registered 2025-01-01)
Jul 10, 2024 · Advisor changed firm · fact
T••••• L••• H••••• left C•••••• S••••• • C••• I••• for T••• P•••••• W••••• A•••••••• L•• (registered 2023-10-03)
Oct 17, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address