DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Z•••••• R••••••••

Advisor at M••••••••• R•••••••••

WASHINGTON, DC | Atlanta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6581ea8c-fda0-b1ce-5ce2-d1030a7a5f59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jul 24, 2017 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: M••••••••• R•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• R•••••••••	Bd affiliated wealth	Mar 12, 2026	n/a	yes	Atlanta, GA\|WASHINGTON, DC	Current employment
W••••• E••••••••• A••••••• S•••••••• L••	Bd affiliated wealth	May 8, 2025	Feb 2, 2026	no	PLYMOUTH, MN\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• E••••••••• A••••••• S•••••••• L••	M••••••••• R•••••••••	Feb 2, 2026	Mar 12, 2026	38	Firm change	Ibd to ibd
H•••••••• A•••••••• L••	W••••• E••••••••• A••••••• S•••••••• L••	Apr 24, 2025	May 8, 2025

Relationships

Registered with (7)

→ M••••••••• R•••••••••Registered adviserregistration: current employment
Mar 12, 2026 to presentfactForm ADV
→ W••••• E••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
May 8, 2025 to Feb 2, 2026factForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 11, 2024 to Apr 24, 2025factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Z•••••• R•••••••• left W••••• E••••••••• A••••••• S•••••••• L•• for M••••••••• R••••••••• (registered 2026-03-12)
Form ADVobserved 7 days ago
Occurred
Apr 24, 2025
Advisor changed firm
Z•••••• R•••••••• left H•••••••• A•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L•• (registered 2025-05-08)
Form ADVobserved 7 days ago
Occurred
Jan 9, 2024
Advisor changed firm
Z•••••• R•••••••• left C•••••• S••••• • C••• I••• for H•••••••• A•••••••• L•• (registered 2024-03-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6581ea8c-fda0-b1ce-5ce2-d1030a7a5f59
First observed: Jul 24, 2017
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.