N•••• Z•••••••

Advisor at F••••••• A•••••••• I•••

Boca Raton, FL

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:2fe475f8-fad1-b7e2-0272-6839c983c936

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 27, 2006 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: F••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• A•••••••• I•••	State registered	Apr 3, 2024	n/a	yes	Boca Raton, FL\|Boca Raton, FL	Current employment
M••••••• W••••• L••	n/a	Nov 10, 2021	Jul 13, 2023	no	New York, NY\|BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• W••••• L••	F••••••• A•••••••• I•••	Jul 13, 2023	Apr 3, 2024	265	Firm change	Other
S••••• F••••••••• L••	M••••••• W••••• L••	Apr 30, 2021	Nov 10, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
11039:299322:NJ:2018-12-21	Dec 21, 2018	Dec 21, 2018	PARSIPPANY, NJ	Firm change
104990:11039:NJ:2018-09-20	Sep 27, 2018	Jun 5, 2017	PARSIPPANY, NJ	Firm change after gap

Relationships

Registered with (7)

→ F••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ M••••••• W••••• L••Registered adviserregistration: previous registration
Nov 10, 2021 to Jul 13, 2023factForm ADV
→ S••••• F••••••••• L••Registered adviserregistration: previous registration
Dec 21, 2018 to Apr 30, 2021factForm ADV
→ S••••• E••••••• I••Registered adviser

Dated events

Occurred
Jul 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fe475f8-fad1-b7e2-0272-6839c983c936
First observed: Oct 27, 2006
Last observed: Sep 14, 2026 9 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.