DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Z•••••• D•••• D••••••

Advisor at W•••• F•••• A•••••••

SOUTH BARRINGTON, IL

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Search this name across graphsid dfx:ria:939aedb3-0b39-800b-201c-67c2509be01e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2021 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Apr 6, 2022	n/a	yes	SOUTH BARRINGTON, IL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 21, 2021	Apr 6, 2022	no	BARRINGTON, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Apr 6, 2022	Apr 6, 2022	0	Channel change	Wirehouse to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:IL:2022-04-06	Apr 6, 2022	Apr 6, 2022	BARRINGTON, IL	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Apr 6, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 21, 2021 to Apr 6, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:939aedb3-0b39-800b-201c-67c2509be01e
First observed: Jan 21, 2021
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.