DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Z•••••• J••••• H••••

Advisor at M••••• G•••• I••••••••• A•••••••• L••

ST. LOUIS, MO | Greenwood Village, CO

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Search this name across graphsid dfx:ria:463ac827-7e53-2129-ac1d-df8d549d1189

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2024 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: M••••• G•••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G•••• I••••••••• A•••••••• L••	Independent wealth	Aug 26, 2025	n/a	yes	ST. LOUIS, MO\|Greenwood Village, CO	Current employment
A••• C•••••• P•••••••• L••	Former SEC adviser	Sep 17, 2024	Oct 1, 2025	no	ENGLEWOOD, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••• C•••••• P•••••••• L••	M••••• G•••• I••••••••• A•••••••• L••	Oct 1, 2025	Aug 26, 2025	-36	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
157728:104727:CO:2025-10-01	Oct 1, 2025	Aug 26, 2025	ENGLEWOOD, CO	Firm change after gap

Relationships

Registered with (2)

→ M••••• G•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 26, 2025 to presentfactForm ADV
→ A••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2024 to Oct 1, 2025factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
Z•••••• J••••• H•••• left A••• C•••••• P•••••••• L•• for M••••• G•••• I••••••••• A•••••••• L•• (registered 2025-08-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:463ac827-7e53-2129-ac1d-df8d549d1189
First observed: Sep 17, 2024
Last observed: Sep 15, 2026 7 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.