DFX Intelligence

J•••• E••••• Z•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

J•••• E••••• Z•••

Advisor at E••••••• C•••••• A•••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:4091737d-3436-c748-c738-a7bed300465b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2010 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: E••••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• C•••••• A•••••••• L••	Independent wealth	Jan 13, 2026	n/a	yes	AURORA, OH	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Apr 5, 2023	n/a	yes	Medina, OH\|Aurora, OH	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• F•••••••• A•••••••• I••	C••••••••• F•••••••• N••••••	Apr 5, 2023	Apr 5, 2023	0	Firm change	Other
W••• C••••• • A••••••••• I•••	T•••• F•••••••• A•••••••• I••	Dec 31, 2017	Jan 2, 2018

Relationships

Registered with (5)

→ E••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 24, 2025 to Dec 31, 2025factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Apr 5, 2023 to presentfactForm ADV
→ T•••• F•••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2018 to Apr 5, 2023factForm ADV
→ W••• C••••• • A••••••••• I•••

Dated events

Occurred
Apr 5, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4091737d-3436-c748-c738-a7bed300465b
First observed: Jan 6, 2010
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.