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E••• N••••• Z••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

E••• N••••• Z••••

Advisor at W••••••• E••••••••• N••••••

KILDEER, IL

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Search this name across graphsid dfx:ria:2744df67-04bd-9c8e-87d5-f78219fd5974

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 28, 2010 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: W••••••• E••••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• E••••••••• N••••••	I•••••••••_WEALTH	Mar 21, 2025	n/a	yes	KILDEER, IL	Current employment
M•••••• I•••••••••	I•••••••••_WEALTH	Jun 3, 2021	Apr 2, 2025	no	OVERLAND PARK, KS\|WHITEHOUSE, OH\|KILDEER, IL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• I•••••••••	W••••••• E••••••••• N••••••	Apr 2, 2025	Mar 21, 2025	-12	Firm change	RIA to RIA
R••••••• W••••• A••••••• I•••	M•••••• I•••••••••	Jun 10, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
135448:290349:OH:2017-12-31	Dec 31, 2017	Dec 1, 2017	FINDLAY, OH	Firm change

Relationships

Registered with (5)

→ W••••••• E••••••••• N••••••Registered adviserregistration: current employment
Mar 21, 2025 to presentfactForm ADV
→ M•••••• I•••••••••Registered adviserregistration: previous registration
Jun 3, 2021 to Apr 2, 2025factForm ADV
→ R••••••• W••••• A••••••• I•••Registered adviserregistration: previous registration
Dec 1, 2017 to Jun 10, 2021factForm ADV
→ S•••••••• I••••••••• A•••••••• L••

Dated events

Occurred
Apr 2, 2025
A•••••• firm change
E••• N••••• Z•••• left M•••••• I••••••••• for W••••••• E••••••••• N•••••• (registered 2025-03-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2744df67-04bd-9c8e-87d5-f78219fd5974
First observed: May 28, 2010
Last observed: Sep 14, 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.