DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

A••••• C•••••• Z•••••••

Advisor at A••• I••••••••• P••••••• L•

NEW YORK, NY

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Search this name across graphsid dfx:ria:5a8cd9e3-d081-93c3-6643-f172ac0d2d46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: Aug 6, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A••••• C•••••• Z•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A••• I••••••••• P••••••• L•
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 6, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• I••••••••• P••••••• L•	Asset manager	Aug 26, 2021	n/a	yes	NEW YORK, NY	Current employment

Relationships

Registered with (1)

→ A••• I••••••••• P••••••• L•Registered adviserregistration: current employment
Aug 26, 2021 to presentfactForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a8cd9e3-d081-93c3-6643-f172ac0d2d46
First observed: Aug 6, 2011
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.