Z••••• C••••

Advisor at I•• C••••••• L••

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:120ae8a0-f9e2-4cb9-43d8-10f127b135fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 29, 2020 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•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	Dec 6, 2023	n/a	yes	FOSTER CITY, CA	Current employment
M••••• S••••••	Wirehouse	Jun 7, 2022	Dec 1, 2023	no	San Mateo, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	I•• C••••••• L••	Dec 1, 2023	Dec 6, 2023	5	Firm change	Wirehouse to RIA
C•••••••• G••••• M•••••• I•••	M••••• S••••••	May 31, 2022	Jun 7, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:301819:CA:2023-11-29	Dec 1, 2023	Dec 6, 2023	SAN MATEO, CA	Firm change
7059:149777:CA:2022-05-31	May 31, 2022	Jun 7, 2022	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (3)

→ I•• C••••••• L••Registered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 7, 2022 to Dec 1, 2023factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 29, 2020 to May 31, 2022factForm ADV

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
May 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:120ae8a0-f9e2-4cb9-43d8-10f127b135fc
First observed: Oct 29, 2020
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.