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

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RIA / WealthAdvisor32 years in industry

D•••• B•••• M••••

Advisor at Z••• I••••••••• L••

SCOTTSDALE, AZ | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:96e92783-08bc-63fa-3ed7-0790b853bce5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2005 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: Z••• I••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Z••• I••••••••• L••	Mixed wealth	Aug 27, 2024	n/a	yes	SCOTTSDALE, AZ\|PALM BEACH GARDENS, FL	Current employment
Z••• F••••••••• L••	Former SEC adviser	Jan 7, 2014	Dec 31, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Z••• F••••••••• L••	Z••• I••••••••• L••	Dec 31, 2024	Aug 27, 2024	-126	Firm change after gap	Other
R••••• F•••••••• A•••••••	Z••• F••••••••• L••	Dec 17, 2013

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156803:330428:FL:2024-12-31	Dec 31, 2024	Aug 27, 2024	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (6)

→ Z••• I••••••••• L••Registered adviserregistration: current employment
Aug 27, 2024 to presentfactForm ADV
→ Z••• F••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2014 to Dec 31, 2024factForm ADV
→ R••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 15, 2013 to Dec 17, 2013factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
D•••• B•••• M•••• left Z••• F••••••••• L•• for Z••• I••••••••• L•• (registered 2024-08-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96e92783-08bc-63fa-3ed7-0790b853bce5
First observed: Feb 18, 2005
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.