DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

G•••••• M••• Z•••

Advisor at G• C•••••• M••••••••• L••

CHICAGO, IL

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Search this name across graphsid dfx:ria:81dee681-b81e-c7a9-1c3d-1871f9d6128a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 18, 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: G• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• C•••••• M••••••••• L••	State registered	Oct 22, 2024	n/a	yes	CHICAGO, IL	Current employment
G• C•••••• M••••••••• L••	State registered	Oct 22, 2024	Dec 31, 2025	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•••••••• A••••••• S•••••••	G• C•••••• M••••••••• L••	Mar 31, 2023	Oct 22, 2024	571	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W••••• F•••••••• A••••••• S•••••••	Nov 13, 2019	Feb 18, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:7691:NY:2017-11-28	Dec 1, 2017	Feb 6, 2018	NEW YORK, NY	Firm change

Relationships

Registered with (4)

→ G• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 22, 2024 to Dec 31, 2025factForm ADV
→ W••••• F•••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Feb 18, 2022 to Mar 31, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 6, 2018 to Nov 13, 2019factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
G•••••• M••• Z••• left W••••• F•••••••• A••••••• S••••••• for G• C•••••• M••••••••• L•• (registered 2024-10-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81dee681-b81e-c7a9-1c3d-1871f9d6128a
First observed: May 18, 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.