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

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RIA / WealthAdvisor11 years in industry

Z•••••• J••••• S••••

Advisor at C•• F••••••••

DOVER, DE

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Search this name across graphsid dfx:ria:9b858b63-3fda-a829-e183-91374ad52808

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 5, 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: C•• F••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 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

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
C•• F••••••••	State registered	May 23, 2024	n/a	yes	DOVER, DE	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 10, 2023	Mar 19, 2024	no	NEWARK, DE

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
C••••• I••••••••• A••••••• L••	C•• F••••••••	Mar 19, 2024	May 23, 2024	65	Firm change	Ibd to state RIA
S••••••• F•••••••• S•••••••• I•••	C••••• I••••••••• A••••••• L••	Aug 10, 2023

Team moves

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

Team	Left	Joined	From	Kind
105644:330894:DE:2024-03-19	Mar 19, 2024	May 23, 2024	NEWARK, DE	Firm change

Relationships

Registered with (3)

→ C•• F••••••••Registered adviserregistration: current employment
May 23, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 10, 2023 to Mar 19, 2024factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 5, 2019 to Aug 10, 2023factForm ADV

Dated events

Occurred
Mar 19, 2024
Advisor changed firm
Z•••••• J••••• S•••• left C••••• I••••••••• A••••••• L•• for C•• F•••••••• (registered 2024-05-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b858b63-3fda-a829-e183-91374ad52808
First observed: Dec 5, 2019
Last observed: Sep 14, 2026 8 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.