DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

S••••• N• Z••••••

Advisor at ••••••••

Clayton, MO | Edison, NJ

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:771805e6-f076-93c1-c71a-247c348ffdaa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2010 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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
••••••••	Independent wealth	Jul 29, 2024	n/a	yes	Edison, NJ\|Clayton, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 20, 2010	Aug 5, 2024	no	BEDMINSTER, NJ\|BEDMINSTER, NJ\|EAST BRUNSWICK, NJ\|RED BANK, NJ\|BEDMINSTER, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	••••••••	Aug 5, 2024	Jul 29, 2024	-7	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:3767:NJ:2024-08-05	Aug 5, 2024	Jul 29, 2024	BEDMINSTER, NJ	Firm change

Relationships

Registered with (2)

→ ••••••••Registered adviserregistration: current employment
Jul 29, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 20, 2010 to Aug 5, 2024factForm ADV

Dated events

Occurred
Aug 5, 2024
Advisor changed firm
S••••• N• Z•••••• left W•••• F•••• A••••••• for &Partners (registered 2024-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:771805e6-f076-93c1-c71a-247c348ffdaa
First observed: Sep 20, 2010
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.