Z•••••• D• R•••

Advisor at I••••••••• W••••• N••••••• I•••

Morristown, NJ | URBANDALE, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03b85029-bee5-a91a-870a-3debf16a6679

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2013 to Sep 14, 2026

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 firm: I••••••••• W••••• N••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• N••••••• I•••	I•••••••••_WEALTH	Jun 28, 2024	n/a	yes	Morristown, NJ\|URBANDALE, IA	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Nov 24, 2021	May 2, 2023	no	MORRISTOWN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	I••••••••• W••••• N••••••• I•••	May 2, 2023	Jun 28, 2024	423	Firm change after gap	Ibd to RIA
E•••••••• A•••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 27, 2021	Nov 24, 2021

Relationships

Registered with (8)

→ I••••••••• W••••• N••••••• I•••Registered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 24, 2021 to May 2, 2023factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 16, 2019 to Jul 27, 2021factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
May 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03b85029-bee5-a91a-870a-3debf16a6679
First observed: Aug 29, 2013
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.