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Z••••••• A•••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

Z••••••• A•••••• H•••••

Advisor at H••••• A•• H••••• W••••• M••••••••• G••••• L••

UPPER MARLBORO, MD

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Search this name across graphsid dfx:ria:0bca4716-c163-0a9b-a7fa-2003e00e1ae9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2006 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: H••••• A•• H••••• W••••• M••••••••• G••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• A•• H••••• W••••• M••••••••• G••••• L••	State registered	Jul 29, 2021	n/a	yes	UPPER MARLBORO, MD	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Mar 27, 2008	Mar 16, 2009	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	H••••• A•• H••••• W••••• M••••••••• G••••• L••	Mar 16, 2009	Jul 29, 2021	4,518	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•• W••••• M•••••••••	Mar 26, 2008

Relationships

Registered with (3)

→ H••••• A•• H••••• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Jul 29, 2021 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 27, 2008 to Mar 16, 2009factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 18, 2006 to Mar 26, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bca4716-c163-0a9b-a7fa-2003e00e1ae9
First observed: Oct 18, 2006
Last observed: Sep 14, 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.