DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Z•••••• M•••••• C•••••••

Advisor at C•••••••

Newton, MA

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Search this name across graphsid dfx:ria:46632082-302c-fe7b-4a1f-c6a4c66ffb13

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 20, 2017 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 24, 2024	n/a	yes	Newton, MA	Current employment
S•• C•••••• M••••••••• L••	Independent wealth	Mar 31, 2022	Sep 6, 2023	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• C•••••• M••••••••• L••	C•••••••	Sep 6, 2023	Jan 24, 2024	140	Firm change	Other
W••••••••• T•••• A•••••••	S•• C•••••• M••••••••• L••	Mar 7, 2022	Mar 31, 2022

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Jan 24, 2024 to presentfactForm ADV
→ S•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 31, 2022 to Sep 6, 2023factForm ADV
→ W••••••••• T•••• A•••••••Registered adviserregistration: previous registration
Sep 18, 2018 to Mar 7, 2022factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Sep 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46632082-302c-fe7b-4a1f-c6a4c66ffb13
First observed: Oct 20, 2017
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.