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

W•••••• R••••• S•••••

P••••• F••••••••mixed wealthPortland, Ordual registrantIAPD 6615291

Certified Financial Planner

Feed of 09/14/2026

Also filed as Will S•••••

At current firm

0 y

since Sep 30, 2025

In the industry

10 y

since Jul 1, 2016 (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: Financial Advisorreportedpreisz.comfirm site, Sep 16, 2026
Designations: CFPreportedpreisz.comas printed on the bio page, Sep 17, 2026
Professional profile: preisz.com/team/william-samplereportedpreisz.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

P••••• F•••••••• mixed wealth current
since Sep 30, 2025 · Portland, Or
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 22, 2021 to Aug 27, 2025 · Lake Oswego, Or
U••• B•••••• I••••••••• I••• former
Jul 22, 2019 to Apr 30, 2021 · Portland, Or
C•••••• S••••• • C••• I••• national BD
Jul 2, 2018 to Sep 14, 2018 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to P••••• F••••••••
left Aug 27, 2025, registered Sep 30, 2025 (34 days) · Affiliated broker-dealer or bank to independent RIA
U••• B•••••• I••••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Apr 30, 2021, registered Oct 22, 2021 (175 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to U••• B•••••• I••••••••• I•••
left Sep 14, 2018, registered Jul 22, 2019 (311 days) · Affiliated broker-dealer or bank to another

Signals

W•••••• R••••• S••••• left A••••••••• F•••••••• S•••••••• L•• for P••••• F•••••••• (registered 2025-09-30)
Aug 27, 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: Wealth manager with institutional or fund businessderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address