DFX Intelligence

Z•••••• T• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

Z•••••• T• S•••••••••

Advisor at M•••••• W••••• M••••••••• L••

Evanston, IL | FORT WAYNE, IN

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Search this name across graphsid dfx:ria:0bdf2d2d-3727-1707-c46a-bb32ea1dd925

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2017 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: M•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M••••••••• L••	Independent wealth	Jan 25, 2022	n/a	yes	FORT WAYNE, IN\|Evanston, IL	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Feb 13, 2017	Jan 25, 2022	no	Evanston, IL\|Evanston, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	M•••••• W••••• M••••••••• L••	Jan 25, 2022	Jan 25, 2022	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 25, 2022 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 13, 2017 to Jan 25, 2022factForm ADV

Dated events

Occurred
Jan 25, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bdf2d2d-3727-1707-c46a-bb32ea1dd925
First observed: Feb 13, 2017
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.