Z••••• L•

Advisor at W••• D•••••• A••••• L••

LOS ANGELES, 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:9a9c4901-3138-4066-d902-f7ead94d8928

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2019 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••• D•••••• A••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• D•••••• A••••• L••	Asset manager	Mar 31, 2026	n/a	yes	LOS ANGELES, CA	Current employment
W••• D•••••• A••••• L••	Asset manager	Aug 26, 2020	Dec 31, 2025	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• O• O•••• I••••••• S•••••••• I•••	W••• D•••••• A••••• L••	Jul 24, 2020	Aug 26, 2020	33	Firm change	Other

Relationships

Registered with (2)

→ W••• D•••••• A••••• L••Registered adviserregistration: previous registration
Aug 26, 2020 to Dec 31, 2025factForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 18, 2019 to Jul 24, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a9c4901-3138-4066-d902-f7ead94d8928
First observed: Dec 18, 2019
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.