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Z•••••• D••••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

Z•••••• D••••• T•••••

Advisor at L••••••• W••••• M••••••••• P•••

ROCKWALL, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 17, 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: L••••••• W••••• M••••••••• P•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• W••••• M••••••••• P•••	Independent wealth	Mar 28, 2024	n/a	yes	ROCKWALL, TX	Current employment
T•• C•••••••• G••••• L••	Former SEC adviser	Mar 29, 2023	Dec 1, 2023	no	GAITHERSBURG, MD\|Bowling Gree, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••••••• G••••• L••	L••••••• W••••• M••••••••• P•••	Dec 1, 2023	Mar 28, 2024	118	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T•• C•••••••• G••••• L••	Jul 14, 2015	Mar 29, 2023

Relationships

Registered with (3)

→ L••••••• W••••• M••••••••• P•••Registered adviserregistration: current employment
Mar 28, 2024 to presentfactForm ADV
→ T•• C•••••••• G••••• L••Registered adviserregistration: previous registration
Mar 29, 2023 to Dec 1, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 14, 2014 to Jul 14, 2015factForm ADV

Dated events

Order

Occurred
1 Dec 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 17, 2013
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.