DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

Z•••••• D•••• C•••• L•••••

Advisor at F••••••••• F•••••••• P•••••••

Coeur D'Alene, ID | SPOKANE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2016 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•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• F•••••••• P•••••••	Independent wealth	Apr 3, 2024	n/a	yes	Coeur D'Alene, ID\|SPOKANE, WA	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	Nov 19, 2021	Jul 1, 2024	no	SPOKANE, WA\|OLYMPIA, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	F••••••••• F•••••••• P•••••••	Jul 1, 2024	Apr 3, 2024	-89	Firm change after gap	RIA to new firm
V•••• F•••••••• A•••••••• I•••	F•••••••• A•••••••• I••••••••• M•••••••••	Nov 12, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
151298:330347:WA:2024-07-01	Jul 1, 2024	Apr 3, 2024	OLYMPIA, WA	Firm change after gap

Relationships

Registered with (3)

→ F••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Nov 19, 2021 to Jul 1, 2024factForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 9, 2016 to Nov 12, 2021factForm ADV

Dated events

Order

Occurred
1 Jul 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 9, 2016
Last observed: Sep 14, 2026 10 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.