I•••• Z••••••

Advisor at F•••• P••••••• W•••••• L••

Sacremento, CA

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:73aa4f0c-9914-503f-9ee2-21f543ea1a20

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 16, 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Sep 3, 2024	n/a	yes	Sacremento, CA	Current employment
H••••••••• L••	Former SEC adviser	Nov 16, 2017	Nov 21, 2024	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• L••	F•••• P••••••• W•••••• L••	Nov 21, 2024	Sep 3, 2024	-79	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
141125:159289:CA:2024-11-21	Nov 21, 2024	Sep 3, 2024	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Sep 3, 2024 to presentfactForm ADV
→ H••••••••• L••Registered adviserregistration: previous registration
Nov 16, 2017 to Nov 21, 2024factForm ADV

Dated events

Occurred
Nov 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73aa4f0c-9914-503f-9ee2-21f543ea1a20
First observed: Nov 16, 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.