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

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RIA / WealthAdvisor15 years in industry

Z•••••• J•••• S•••••

Advisor at F••••••

SAN FRANCISCO, CA | Carlsbad, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9991893a-35c8-c48f-b01c-9fb287f5b6bd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2011 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: F••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

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
F••••••	Independent wealth	Jun 24, 2026	n/a	yes	Carlsbad, CA\|SAN FRANCISCO, CA	Current employment
H••••••••• C•••••• M•••••••••	Independent wealth	Dec 14, 2011	Jul 17, 2026	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
H••••••••• C•••••• M•••••••••	F••••••	Jul 17, 2026	Jun 24, 2026	-23	Firm change	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
46217:302050:CA:2026-07-17	Jul 17, 2026	Jun 24, 2026	NEWPORT BEACH, CA	Firm change

Relationships

Registered with (2)

→ F••••••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ H••••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Dec 14, 2011 to Jul 17, 2026factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Z•••••• J•••• S••••• left H••••••••• C•••••• M••••••••• for Farther (registered 2026-06-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9991893a-35c8-c48f-b01c-9fb287f5b6bd
First observed: Dec 14, 2011
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.