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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J•••• B••• Z••••••

Advisor at C••••• I••••••••• A••••••• L••

Lakewood Ranch, FL

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Search this name across graphsid dfx:ria:6cbeb6d6-9342-7069-6dd3-6c774224c0bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 22, 2005 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••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 12, 2025	n/a	yes	Lakewood Ranch, FL	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Nov 15, 2018	Sep 5, 2025	no	Lakewood Ranch, FL\|Lakewood Ranch, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	C••••• I••••••••• A••••••• L••	Sep 5, 2025	Aug 12, 2025	-24	Bulk transfer	Ibd to ibd
R••••• W• B•••• • C•• I•••••••••	A•••••• A••••••• S•••••••	Nov 29, 2018	Nov 15, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
8158:104556:FL:2018-11-29	Nov 29, 2018	Nov 15, 2018	SARASOTA, FL	Firm change

Relationships

Registered with (4)

→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Aug 12, 2025 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Nov 15, 2018 to Sep 5, 2025factForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Mar 12, 2007 to Nov 29, 2018factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cbeb6d6-9342-7069-6dd3-6c774224c0bc
First observed: Jul 22, 2005
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.