DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Z•••••• K•••• C••••••

Advisor at A••••• F•••••••• P•••••••• I•••

St. George, UT | COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:602b8e32-f002-3994-77bf-a0cd4d0d8784

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 9, 2023 to Sep 15, 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: A••••• F•••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•••••••• P•••••••• I•••	Independent wealth	Oct 24, 2024	n/a	yes	St. George, UT\|COLORADO SPRINGS, CO	Current employment
I•••••••• I••••••••• I•••	Former SEC adviser	Sep 30, 2024	Nov 15, 2024	no	St George, UT\|COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• I••••••••• I•••	A••••• F•••••••• P•••••••• I•••	Nov 15, 2024	Oct 24, 2024	-22	Firm change	RIA to RIA
C•••••• I••••••••• L••	I•••••••• I••••••••• I•••	Oct 2, 2024	Sep 30, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
111516:7995:CO:2024-11-14	Nov 15, 2024	Oct 24, 2024	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (3)

→ A••••• F•••••••• P•••••••• I•••Registered adviserregistration: current employment
Oct 24, 2024 to presentfactForm ADV
→ I•••••••• I••••••••• I•••Registered adviserregistration: previous registration
Sep 30, 2024 to Nov 15, 2024factForm ADV
→ C•••••• I••••••••• L••Registered adviserregistration: previous registration
Aug 9, 2023 to Oct 2, 2024factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:602b8e32-f002-3994-77bf-a0cd4d0d8784
First observed: Aug 9, 2023
Last observed: Sep 15, 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.