Z•••••• G••••••

Advisor at W••••••••• P•••••• W••••• M••••••••• L••

SCOTTSDALE, AZ

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:7e4d9152-8950-fe79-dac7-ca08f000760a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 5, 2021 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: W••••••••• P•••••• W••••• M••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Apr 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• P•••••• W••••• M••••••••• L••	Former SEC adviser	Mar 28, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
M••••• S••••••	Wirehouse	Jul 2, 2021	Mar 21, 2024	no	Scottsdale, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W••••••••• P•••••• W••••• M••••••••• L••	Mar 21, 2024	Mar 28, 2024	7	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	M••••• S••••••	Jun 15, 2021	Jul 2, 2021

Relationships

Registered with (3)

→ W••••••••• P•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 28, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jul 2, 2021 to Mar 21, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 5, 2021 to Jun 15, 2021factForm ADV

Dated events

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

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e4d9152-8950-fe79-dac7-ca08f000760a
First observed: Feb 5, 2021
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.