DFX Intelligence

Z•••••• K•• A••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor17 years in industry

Z•••••• K•• A••••••

Advisor at T••• F••••••••

SCOTTSDALE, AZ | TACOMA, WA

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:3ac1e9e0-ed02-7d30-b8b4-a342736ba956

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2009 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: T••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• F••••••••	Independent wealth	Jan 11, 2022	n/a	yes	SCOTTSDALE, AZ\|TACOMA, WA	Current employment
C•••• C•••• F•••••••• M••••••••• L••	Independent wealth	Feb 21, 2017	Feb 2, 2022	no	Gig Harbor, WA\|Tacoma, WA\|SILVERDALE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• C•••• F•••••••• M••••••••• L••	T••• F••••••••	Feb 2, 2022	Jan 11, 2022	-22	Firm change	RIA to RIA
N•••••••• A•••• M•••••••••	C•••• C•••• F•••••••• M••••••••• L••	Feb 14, 2017	Feb 21, 2017

Relationships

Registered with (6)

→ T••• F••••••••Registered adviserregistration: current employment
Jan 11, 2022 to presentfactForm ADV
→ C•••• C•••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 21, 2017 to Feb 2, 2022factForm ADV
→ N•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Feb 2, 2017 to Feb 14, 2017factForm ADV
→ A•••••• S••••••••• C•••••••••Registered adviser

Dated events

Occurred
Feb 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ac1e9e0-ed02-7d30-b8b4-a342736ba956
First observed: Jan 20, 2009
Last observed: Sep 15, 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.