DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

Z•••••• T•••• H•••

Advisor at F••••• • M••••• I••

CINCINNATI, OH

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Search this name across graphsid dfx:ria:53e4108b-f63d-0ce3-bff9-ae51e61a77a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2006 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: F••••• • M••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• • M••••• I••	Independent wealth	Mar 7, 2012	n/a	yes	CINCINNATI, OH	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 24, 2006	Dec 8, 2006	no	DUBLIN, OH\|DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	F••••• • M••••• I••	Dec 8, 2006	Mar 7, 2012	1,916	Firm change after gap	Other

Relationships

Registered with (2)

→ F••••• • M••••• I••Registered adviserregistration: current employment
Mar 7, 2012 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2006 to Dec 8, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53e4108b-f63d-0ce3-bff9-ae51e61a77a9
First observed: Mar 24, 2006
Last observed: Sep 14, 2026 9 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.