J•••• E•••••••• Z••••: person on the family offices graph

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current roles: 1
Past roles: 0

Relationships

Owns (1)

→ S•••••• I••••••••• M••••••••• L••Office10% to 25%
Jan 1, 2019 to presentfactForm ADV

Employs (1)

← S•••••• I••••••••• M••••••••• L••OfficeMember/chief Compliance Officer
Jan 1, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: Family Offices
Canonical id: dfx:fo:d2e21c6c-0095-4085-886d-477c09fda675
First observed: n/a
Last observed: Sep 12, 2026 11 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.