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

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RIA / WealthAdvisor18 years in industry

R•••••• R••• Z••••

Advisor at B•••••• F••••••••

ISELIN, NJ

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Search this name across graphsid dfx:ria:571ad441-f03c-e2a8-bb31-b4e53f4b411d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2011 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: B•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom 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
B•••••• F••••••••	Independent wealth	Oct 31, 2017	n/a	yes	ISELIN, NJ	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Aug 18, 2014	Nov 15, 2017	no

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
A•••••••• C•••••• M•••••••••	B•••••• F••••••••	Nov 15, 2017	Oct 31, 2017	-15	Firm change	Other
S••••• F•••••••• G•••• I••	A•••••••• C•••••• M•••••••••	Sep 4, 2012

Relationships

Registered with (3)

→ B•••••• F••••••••Registered adviserregistration: current employment
Oct 31, 2017 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Aug 18, 2014 to Nov 15, 2017factForm ADV
→ S••••• F•••••••• G•••• I••Registered adviserregistration: previous registration
Apr 28, 2011 to Sep 4, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:571ad441-f03c-e2a8-bb31-b4e53f4b411d
First observed: Apr 28, 2011
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.