DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

E•••• Z•••••• Z•••••

Advisor at C•••••• S••••• I••••••••• M••••••••• I••

Westlake, TX

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Search this name across graphsid dfx:ria:91d9b4ed-8014-de0b-4f8d-6b79194d365a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2018 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: C•••••• S••••• I••••••••• M••••••••• I••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• S••••• I••••••••• M••••••••• I••	Other adviser	Jun 20, 2024	n/a	yes	Westlake, TX	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Sep 28, 2023	Jun 28, 2024	no	Fort Worth, TX\|Westlake, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	C•••••• S••••• I••••••••• M••••••••• I••	Jun 28, 2024	Jun 20, 2024	-8	Channel change	Other
T• A••••••••• I••••••••• M••••••••• L••	C•••••• S••••• • C••• I•••	Sep 7, 2023	Aug 16, 2023

Relationships

Registered with (4)

→ C•••••• S••••• I••••••••• M••••••••• I••Registered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Sep 28, 2023 to Jun 28, 2024factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 19, 2018 to Sep 7, 2023factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91d9b4ed-8014-de0b-4f8d-6b79194d365a
First observed: Jun 19, 2018
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.