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

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RIA / WealthAdvisor13 years in industry

Z•••••••• J• S•••••

Advisor at A••• W••••• M••••••••• L••

WESTLAKE, OH | Ashland, OH

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Search this name across graphsid dfx:ria:1b6d824a-36eb-53bd-770c-b5c7d3a77e41

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2013 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: A••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 4, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• W••••• M••••••••• L••	State registered	Jun 24, 2020	n/a	yes	Ashland, OH\|WESTLAKE, OH	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Dec 17, 2014	May 6, 2020	no	WESTLAKE, OH\|Akron, OH\|WESTLAKE, OH\|Ashland, OH\|Eaton, OH\|INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	A••• W••••• M••••••••• L••	May 6, 2020	Jun 24, 2020	49	Firm change	Ibd to state RIA
E•••••••• A•••••••• L••	O••••••••• S••••••••• I•••	Dec 22, 2014	Dec 17, 2014

Relationships

Registered with (3)

→ A••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 24, 2020 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Dec 17, 2014 to May 6, 2020factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 28, 2013 to Dec 22, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b6d824a-36eb-53bd-770c-b5c7d3a77e41
First observed: Aug 28, 2013
Last observed: Sep 15, 2026 7 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.