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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

M••••••• F••• Z•••••• E••••••

Advisor at P••••••••

POTOMAC, MD | ENGLEWOOD, NJ

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:292e4a4c-163b-719a-6613-5f86a1695ccc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2014 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: P••••••••
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 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

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
P••••••••	Independent wealth	Dec 15, 2021	n/a	yes	ENGLEWOOD, NJ\|POTOMAC, MD	Current employment
C••••••••• W••••• A•••••••• L••	Former SEC adviser	Nov 24, 2014	Oct 31, 2016	no

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
C••••••••• W••••• A•••••••• L••	P••••••••	Oct 31, 2016	Dec 15, 2021	1,871	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
143719:151736:CA:2016-10-31	Oct 31, 2016	Dec 15, 2021	CALIFORNIA, CA	Firm change after gap

Relationships

Registered with (2)

→ P••••••••Registered adviserregistration: current employment
Dec 15, 2021 to presentfactForm ADV
→ C••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 24, 2014 to Oct 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:292e4a4c-163b-719a-6613-5f86a1695ccc
First observed: Nov 24, 2014
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.