K•••• Z••••••

Advisor at M••••••••• R•••••••••

Spokane, WA | WASHINGTON, DC

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:2a6ace80-7210-f9f1-e46c-7c3928c65349

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2013 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: M••••••••• R•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 12, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• R•••••••••	Bd affiliated wealth	Jul 24, 2026	n/a	yes	WASHINGTON, DC\|Spokane, WA	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	May 27, 2020	Jul 21, 2026	no	TACOMA, WA\|Spokane, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	M••••••••• R•••••••••	Jul 21, 2026	Jul 24, 2026	3	Firm change	Ibd to ibd
C••• F•••••••• S•••••••• L•••	V••• F•••••••• A•••••••• I•••	Sep 14, 2018	May 27, 2020

Relationships

Registered with (4)

→ M••••••••• R•••••••••Registered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 27, 2020 to Jul 21, 2026factForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
May 2, 2016 to Sep 14, 2018factForm ADV
→ E••••• J••••

Dated events

Occurred
Jul 21, 2026
Advisor changed firm
K•••• Z•••••• left V••• F•••••••• A•••••••• I••• for M••••••••• R••••••••• (registered 2026-07-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a6ace80-7210-f9f1-e46c-7c3928c65349
First observed: Apr 22, 2013
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.