DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

G••••• D•••• Z•••••••••

Advisor at N•••••••• B••••• B• L••

••• Locked

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Search this name across graphsid dfx:ria:8cd48e5e-ff9e-496c-b7d2-b98e4a533047

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2014 to Sep 15, 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: N•••••••• B••••• B• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 16, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• B••••• B• L••	No RAUM reported	Nov 14, 2024	n/a	yes	ATLANTA, GA\|NEW YORK, NY\|Atlanta, GA	Current employment
E•••••• I•••••••••	Former SEC adviser	Jan 21, 2014	Aug 8, 2016	no	WHEATON, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• I•••••••••	N•••••••• B••••• B• L••	Aug 8, 2016	Nov 14, 2024	3,020	Firm change after gap	Other

Relationships

Registered with (2)

→ N•••••••• B••••• B• L••Registered adviserregistration: current employment
Nov 14, 2024 to presentfactForm ADV
→ E•••••• I•••••••••Registered adviserregistration: previous registration
Jan 21, 2014 to Aug 8, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cd48e5e-ff9e-496c-b7d2-b98e4a533047
First observed: Jan 21, 2014
Last observed: Sep 15, 2026 7 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.