DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J•••• C•••••••• C•••••••

Advisor at Z••••• I••••••••• M••••••••• L••

Scottsdale, AZ

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Search this name across graphsid dfx:ria:52e6e143-8267-05a0-2651-ae016fcba5d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2013 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: Z••••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 5, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Z••••• I••••••••• M••••••••• L••	State registered	Mar 12, 2021	n/a	yes	Scottsdale, AZ	Current employment
A••••••• S••••••• N••••••	Independent wealth	Aug 11, 2016	May 30, 2017	no	San Diego, CA\|ATLANTA, GA\|San Diego, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• S••••••• N••••••	Z••••• I••••••••• M••••••••• L••	May 30, 2017	Mar 12, 2021	1,382	Firm change after gap	Other
L•••• F••• A••••••• S•••••••	A••••••• S••••••• N••••••	Aug 4, 2016	Aug 11, 2016

Relationships

Registered with (7)

→ Z••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 12, 2021 to presentfactForm ADV
→ A••••••• S••••••• N••••••Registered adviserregistration: previous registration
Aug 11, 2016 to May 30, 2017factForm ADV
→ L•••• F••• A••••••• S•••••••Registered adviserregistration: previous registration
Jun 23, 2016 to Aug 4, 2016factForm ADV
→ G•••••••• C•••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52e6e143-8267-05a0-2651-ae016fcba5d1
First observed: Jan 24, 2013
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.