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J•••• R•• Z•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

J•••• R•• Z•••

Advisor at L•• F•••••••• L••

STUART, FL | WINTER PARK, FL

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Search this name across graphsid dfx:ria:790e8511-2408-12ff-d457-1bae6b913c59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2007 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Nov 16, 2017	n/a	yes	WINTER PARK, FL\|STUART, FL	Current employment
I••••• F•••••••• C•••••••••	Former SEC adviser	Apr 21, 2015	Nov 16, 2017	no	STUART, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••• F•••••••• C•••••••••	L•• F•••••••• L••	Nov 16, 2017	Nov 16, 2017	0	Firm change	Other
B••• I••••••••• S•••••••• I•••	I••••• F•••••••• C•••••••••	Apr 17, 2015	Apr 21, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
12984:6413:FL:2017-11-16	Nov 16, 2017	Nov 16, 2017	STUART, FL	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 5, 2012 to Oct 12, 2012factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Apr 21, 2015 to Nov 16, 2017factForm ADV
→ B••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 1, 2012 to Apr 17, 2015factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:790e8511-2408-12ff-d457-1bae6b913c59
First observed: Jul 17, 2007
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.