DFX Intelligence

Data Factory

RIA / WealthAdvisor11 years in industry

Zachary Norman Griswold

Advisor at FAMILYWEALTH

Western Grove, AR

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:3b045e84-fa7f-4b8c-adaa-a859c76c3e78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 17, 2022 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: FAMILYWEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Nov 19, 2021
First registration: Nov 17, 2022
Dual registered: no
IAPD individual key: 7645786

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
Familywealth	Mixed wealth	Sep 30, 2024	n/a	yes	Western Grove, AR	Current employment
REDWOOD PRIVATE WEALTH	Former SEC adviser	Sep 4, 2024	Sep 26, 2024	no	Wester Grove, AR	Previous registration
OLD LANTERN INVESTMENTS, LLC	n/a	Apr 14, 2023	Aug 2, 2024	no	WESTERN GROVE, AR	Previous registration
CREATIVEVEST INC	State registered	Nov 17, 2022	Feb 3, 2023	no	CHARLOTTE, NC	Previous registration

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
REDWOOD PRIVATE WEALTH	Familywealth	Sep 26, 2024	Sep 30, 2024	4	Firm change	RIA to RIA
OLD LANTERN INVESTMENTS, LLC	REDWOOD PRIVATE WEALTH	Aug 2, 2024	Sep 4, 2024	33	Firm change	Other
CREATIVEVEST INC	OLD LANTERN INVESTMENTS, LLC	Feb 3, 2023	Apr 14, 2023	70	Firm change	Other

Relationships

Registered with (4)

→ FAMILYWEALTHRegistered adviserregistration: current employment
Sep 30, 2024 to presentfactForm ADV
→ REDWOOD PRIVATE WEALTHRegistered adviserregistration: previous registration
Sep 4, 2024 to Sep 26, 2024factForm ADV
→ OLD LANTERN INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 14, 2023 to Aug 2, 2024factForm ADV
→ CREATIVEVEST INCRegistered adviserregistration: previous registration
Nov 17, 2022 to Feb 3, 2023factForm ADV

Dated events

Occurred
Sep 26, 2024
Advisor changed firm
Zachary Norman Griswold left Redwood Private Wealth for Familywealth (registered 2024-09-30)
Form ADVobserved 6 days ago
Occurred
Aug 2, 2024
Advisor changed firm
Zachary Norman Griswold left Old Lantern Investments, Llc for Redwood Private Wealth (registered 2024-09-04)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2023
Advisor changed firm
Zachary Norman Griswold left Creativevest Inc for Old Lantern Investments, Llc (registered 2023-04-14)
Form ADVobserved 6 days ago