DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

Z•••••••• S•••••••

Advisor at F•••• F••••••••

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:85cd02a1-ef46-67a3-e876-f1325504c306

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2020 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• F••••••••	Independent wealth	Dec 8, 2023	n/a	yes	MINNEAPOLIS, MN	Current employment
A••••• P••••••• F••••••• L••	n/a	Sep 24, 2020	Dec 8, 2023	no	Forest, VA\|LITTLETON, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• P••••••• F••••••• L••	F•••• F••••••••	Dec 8, 2023	Dec 8, 2023	0	Firm change	Other

Relationships

Registered with (2)

→ F•••• F••••••••Registered adviserregistration: current employment
Dec 8, 2023 to presentfactForm ADV
→ A••••• P••••••• F••••••• L••Registered adviserregistration: previous registration
Sep 24, 2020 to Dec 8, 2023factForm ADV

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85cd02a1-ef46-67a3-e876-f1325504c306
First observed: Sep 24, 2020
Last observed: Sep 14, 2026 9 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.