DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

Z•••••• M•••• S••••••••

Advisor at S•••••••• F•••••••• S•••••••• I•••

KINNELON, NJ

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Search this name across graphsid dfx:ria:9a0eca53-20b0-c0bc-5a81-8406f197ebb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 21, 2002 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: S•••••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 27, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• F•••••••• S•••••••• I•••	Independent wealth	Aug 2, 2016	n/a	yes	KINNELON, NJ	Current employment
S•••••••• F•••••••• S•••••••• I•••	Independent wealth	Apr 21, 2005	Dec 31, 2006	no	BUTLER, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	S•••••••• F•••••••• S•••••••• I•••	Jul 28, 2016	Apr 21, 2005	-4,116	Firm change after gap	Other

Relationships

Registered with (2)

→ S•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 21, 2005 to Dec 31, 2006factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 21, 2002 to Jul 28, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a0eca53-20b0-c0bc-5a81-8406f197ebb8
First observed: May 21, 2002
Last observed: Sep 14, 2026 9 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.