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Z•••••• J•••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

Z•••••• J•••• B•••••••

Advisor at W•••• F•••• A•••••••

CHICAGO, IL | ROCKFORD, IL

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Search this name across graphsid dfx:ria:14158691-a586-4088-6d5e-74bac2c026dc

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Dec 22, 2014 to Sep 19, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Sep 18, 2026	n/a	yes	CHICAGO, IL\|ROCKFORD, IL	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 22, 2014	n/a	yes	ROCKFORD, IL\|Charlevoix, MI	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Sep 18, 2026	Sep 18, 2026	0	Channel change	Wirehouse to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:MI:2026-09-18	Sep 18, 2026	Sep 18, 2026	CHARLEVOIX, MI	Channel change

Relationships

Registered with (1)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Dec 22, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14158691-a586-4088-6d5e-74bac2c026dc
First observed: Dec 22, 2014
Last observed: Sep 19, 2026 3 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.