DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Z•••••• G•••• H•••••••••

Advisor at M•• I•••••••• S•••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:0fbf1dbb-92af-92cd-18d5-bc2d14533150

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2012 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•• I•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A••••••••• F•••••••• G••••	State registered	Jul 30, 2026	n/a	yes	MECHANICSBURG, PA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Feb 22, 2021	n/a	yes	Mechanicsburg, PA\|Mechanicsburg, PA\|MECHANICSBURG, PA\|Harrisburg, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• F•••••••• S•••••••• L•••	M•• I•••••••• S•••••••• L••	Feb 19, 2021	Feb 22, 2021	3	Firm change	Ibd to ibd
E••••• J••••	C••• F•••••••• S•••••••• L•••	Jul 27, 2012	Aug 23, 2012

Relationships

Registered with (4)

→ T•• A••••••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 21, 2026 to Jul 2, 2026factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: current employment
Feb 22, 2021 to presentfactForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Aug 23, 2012 to Feb 19, 2021factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fbf1dbb-92af-92cd-18d5-bc2d14533150
First observed: Apr 17, 2012
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.