DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

W••••• N•• Z••••

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

EAST BOSTON, MA

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Search this name across graphsid dfx:ria:75d30166-5c09-fef4-789d-66a7d95ce994

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 19, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

W••••• •• M••••• N•••• Z••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A•••• C•••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 11, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom 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
A•••• C•••••• I••••••••• L••	State registered	Sep 27, 2023	n/a	yes	EAST BOSTON, MA	Current employment
T•• L••• H••••••• L••••••	Former SEC adviser	Dec 19, 2016	Oct 24, 2017	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• L••• H••••••• L••••••	A•••• C•••••• I••••••••• L••	Oct 24, 2017	Sep 27, 2023	2,164	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••• C•••••• I••••••••• L••Registered adviserregistration: current employment
Sep 27, 2023 to presentfactForm ADV
→ T•• L••• H••••••• L••••••Registered adviserregistration: previous registration
Dec 19, 2016 to Oct 24, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75d30166-5c09-fef4-789d-66a7d95ce994
First observed: Dec 19, 2016
Last observed: Sep 14, 2026 9 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.