DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Z•••• K••• W••••

Advisor at H• W•••••

ATLANTA, GA | Towson, MD

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Search this name across graphsid dfx:ria:6969ed4d-4f8e-8d97-6a92-ea432f287e2d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2015 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: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Jan 31, 2025	n/a	yes	Towson, MD\|ATLANTA, GA	Current employment
W•• P•••••••• L••	Former SEC adviser	Oct 22, 2020	Jan 31, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• P•••••••• L••	H• W•••••	Jan 31, 2025	Jan 31, 2025	0	Firm change	RIA to RIA
T• R••• P•••• A••••••• S•••••••• I•••	W•• P•••••••• L••	Feb 24, 2020	Oct 22, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Jan 31, 2025	Jan 31, 2025	TOWSON, MD	Firm change
7691:108958:MD:2019-02-27	Feb 27, 2019	Apr 11, 2019	TOWSON, MD	Firm change

Relationships

Registered with (4)

→ H• W•••••Registered adviserregistration: current employment
Jan 31, 2025 to presentfactForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Oct 22, 2020 to Jan 31, 2025factForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 11, 2019 to Feb 24, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6969ed4d-4f8e-8d97-6a92-ea432f287e2d
First observed: Feb 17, 2015
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.