DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

T•••• Z••••• C•••••••

Advisor at I••••••••• A••••••• N•••••• L••

Sarasota, FL | DALLAS, TX

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Search this name across graphsid dfx:ria:722640bb-5acb-21e5-3574-08c5cfae59cb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 24, 2018 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: I••••••••• A••••••• N•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 28, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• N•••••• L••	Independent wealth	Oct 4, 2018	n/a	yes	DALLAS, TX\|Sarasota, FL	Current employment
A••••• B•• C•••••• L••	n/a	Jul 24, 2018	Oct 10, 2018	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• B•• C•••••• L••	I••••••••• A••••••• N•••••• L••	Oct 10, 2018	Oct 4, 2018	-6	Firm change	Other

Relationships

Registered with (2)

→ I••••••••• A••••••• N•••••• L••Registered adviserregistration: current employment
Oct 4, 2018 to presentfactForm ADV
→ A••••• B•• C•••••• L••Registered adviserregistration: previous registration
Jul 24, 2018 to Oct 10, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:722640bb-5acb-21e5-3574-08c5cfae59cb
First observed: Jul 24, 2018
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.