DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

S••••• S• Z•••••••••

Advisor at A••••• G••••• P••••••• L••

Medina, OH | MIROMAR LAKES, FL

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Search this name across graphsid dfx:ria:8eae9578-1178-1b9f-51ab-26c87afd3a5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 28, 2004 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: A••••• G••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 16, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• G••••• P••••••• L••	Independent wealth	Feb 17, 2021	n/a	yes	Medina, OH\|MIROMAR LAKES, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	Apr 8, 2021	no	AKRON, OH\|MEDINA, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	A••••• G••••• P••••••• L••	Apr 8, 2021	Feb 17, 2021	-50	Firm change after gap	Ibd to new firm
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 2, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:312063:OH:2021-04-08	Apr 8, 2021	Feb 17, 2021	MEDINA, OH	Firm change after gap

Relationships

Registered with (5)

→ A••••• G••••• P••••••• L••Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Apr 8, 2021factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 22, 2007 to Jan 2, 2009factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eae9578-1178-1b9f-51ab-26c87afd3a5a
First observed: Oct 28, 2004
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.