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

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RIA / WealthAdvisor10 years in industry

A•••• M••••• Z•••••••

Advisor at H••••••• W••••• A•••••••

RICHMOND, VA | WEXFORD, PA

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Search this name across graphsid dfx:ria:72e831a2-8717-f637-e022-ef4af81624a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 4, 2021 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••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• A•••••••	Independent wealth	Feb 28, 2023	n/a	yes	RICHMOND, VA\|WEXFORD, PA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 19, 2022	Jan 19, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	H••••••• W••••• A•••••••	Jan 19, 2023	Feb 28, 2023	40	Firm change	Ibd to RIA
C••••• I••••••••• A••••••• L••	R•••••• J•••• • A••••••••• I•••	Jul 20, 2022

Relationships

Registered with (3)

→ H••••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 28, 2023 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2022 to Jan 19, 2023factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 4, 2021 to Jul 20, 2022factForm ADV

Dated events

Occurred
Jan 19, 2023
Advisor changed firm
A•••• M••••• Z••••••• left R•••••• J•••• • A••••••••• I••• for H••••••• W••••• A••••••• (registered 2023-02-28)
Form ADVobserved 7 days ago
Occurred
Jul 20, 2022
Advisor changed firm
A•••• M••••• Z••••••• left C••••• I••••••••• A••••••• L•• for R•••••• J•••• • A••••••••• I••• (registered 2022-07-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72e831a2-8717-f637-e022-ef4af81624a3
First observed: Jan 4, 2021
Last observed: Sep 15, 2026 7 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.