DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Z•••••• C•••• R••••

Advisor at C••••••• F•••••••• P•••••••

SAN ANGELO, TX

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Search this name across graphsid dfx:ria:59fd0114-6adc-6537-4af5-199862ef3673

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2012 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••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
C••••••• F•••••••• P•••••••	State registered	Apr 7, 2025	n/a	yes	SAN ANGELO, TX	Current employment
C•••••••• F•••••••• P•••••••	Former SEC adviser	Jul 31, 2012	Mar 29, 2018	no	SOUTHLAKE, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• F•••••••• P•••••••	C••••••• F•••••••• P•••••••	Mar 29, 2018	Apr 7, 2025	2,566	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ C••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ C•••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 31, 2012 to Mar 29, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59fd0114-6adc-6537-4af5-199862ef3673
First observed: Jul 31, 2012
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.