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

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RIA / WealthAdvisor11 years in industry

S••••• Z•••••

Advisor at F••••••• F•••••••• A•••••••

SEWICKLEY, PA

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Search this name across graphsid dfx:ria:801b8e5e-0836-4fb5-2250-49dfcdd4a5d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2017 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: F••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• F•••••••• A•••••••	Independent wealth	Jul 21, 2021	n/a	yes	SEWICKLEY, PA	Current employment
R•••••••• A•••••••	Former SEC adviser	Aug 30, 2019	Jul 10, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••••• A•••••••	F••••••• F•••••••• A•••••••	Jul 10, 2020	Jul 21, 2021	376	Firm change	RIA to RIA
C••••••••• I••••••••• M•••••••••	R•••••••• A•••••••	Sep 23, 2019

Relationships

Registered with (3)

→ F••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 21, 2021 to presentfactForm ADV
→ R•••••••• A•••••••Registered adviserregistration: previous registration
Aug 30, 2019 to Jul 10, 2020factForm ADV
→ C••••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Oct 13, 2017 to Sep 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:801b8e5e-0836-4fb5-2250-49dfcdd4a5d5
First observed: Oct 13, 2017
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.