Z••••• M•••••••

Advisor at G•••• I•••••••• L••

Oakland, CA | FOSTER CITY, CA

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:071785a9-2614-a0e9-94f2-b9e559804a10

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 3, 2016 to Sep 15, 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: G•••• I•••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Oct 13, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• I•••••••• L••	Asset manager	Mar 23, 2021	n/a	yes	Oakland, CA\|FOSTER CITY, CA	Current employment
P••••••• G••••• I•••••••• L••	Institutional manager	Jan 19, 2018	Aug 29, 2019	no	ORINDA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• C•••••• M••••••••• L••	P••••••• G••••• I•••••••• L••	Aug 29, 2019	Jan 19, 2018	-587	Firm change after gap	Other
P••••••• G••••• I•••••••• L••	G•••• I•••••••• L••	Aug 29, 2019	Mar 23, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
159042:174309:CA:2017-12-31	Dec 31, 2017	Nov 3, 2016	ORINDA, CA	Firm change after gap
174309:159042:CA:2017-12-31	Dec 31, 2017	Jan 5, 2018	ORINDA, CA	Firm change

Relationships

Registered with (3)

→ G•••• I•••••••• L••Registered adviserregistration: current employment
Mar 23, 2021 to presentfactForm ADV
→ P••••••• G••••• I•••••••• L••Registered adviserregistration: previous registration
Jan 19, 2018 to Aug 29, 2019factForm ADV
→ P••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 5, 2018 to Aug 29, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:071785a9-2614-a0e9-94f2-b9e559804a10
First observed: Nov 3, 2016
Last observed: Sep 15, 2026 8 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.