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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

M•••••• E••• Z•••••••

Advisor at L•• F•••••••• L••

DANIEL ISLAND, SC

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Search this name across graphsid dfx:ria:44d28dfc-e5ca-83a9-f95c-f2f1b16ce933

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2009 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 25, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
L•• F•••••••• L••	Bd affiliated wealth	Oct 21, 2024	n/a	yes	DANIEL ISLAND, SC	Current employment
M••••• S••••••	Wirehouse	Jun 26, 2015	Nov 5, 2024	no	Hunt Valley, MD\|Charleston, SC

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
M••••• S••••••	L•• F•••••••• L••	Nov 5, 2024	Oct 21, 2024	-15	Firm change	Wirehouse to ibd
M••••• O• O•••• I••••••• S•••••••• I•••	M••••• S••••••	Jul 24, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:6413:SC:2024-11-05	Nov 5, 2024	Oct 21, 2024	CHARLESTON, SC	Firm change
611:149777:MD:2015-07-24	Jul 24, 2015	Jun 26, 2015	HUNT VALLEY, MD	Firm change

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Oct 21, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 26, 2015 to Nov 5, 2024factForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 5, 2009 to Jul 24, 2015factForm ADV

Dated events

Occurred
Nov 5, 2024
Advisor changed firm
M•••••• E••• Z••••••• left M••••• S•••••• for L•• F•••••••• L•• (registered 2024-10-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44d28dfc-e5ca-83a9-f95c-f2f1b16ce933
First observed: Jan 5, 2009
Last observed: Sep 14, 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.