DFX Intelligence

Z•••••• T••••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Z•••••• T••••• O••••••

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

Cooper City, FL | BOCA RATON, FL

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Search this name across graphsid dfx:ria:7df4b09c-71e8-34a4-0120-74748f3490d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 7, 2009 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: C••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 11, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 7, 2025	n/a	yes	BOCA RATON, FL\|Cooper City, FL	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Oct 4, 2022	Sep 5, 2025	no	Boca Raton, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	C••••• I••••••••• A••••••• L••	Sep 5, 2025	Aug 7, 2025	-29	Bulk transfer	Ibd to ibd
B• R•••• W••••• A•••••••• I•••	A•••••• A••••••• S•••••••	Sep 30, 2022	Oct 4, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
115927:104556:FL:2022-09-30	Sep 30, 2022	Oct 4, 2022	BOCA RATON, FL	Firm change
19616:115927:FL:2019-02-01	Feb 1, 2019	Jan 29, 2019	BOYNTON BEACH, FL	Firm change

Relationships

Registered with (8)

→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Aug 7, 2025 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 4, 2022 to Sep 5, 2025factForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 29, 2019 to Sep 30, 2022factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7df4b09c-71e8-34a4-0120-74748f3490d7
First observed: Jan 7, 2009
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.