DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

P••• J••••• Z••••••••

Advisor at N•••••••• A•••• M•••••••••

Omaha, NE

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Search this name across graphsid dfx:ria:9c6a42f8-9181-e5c7-c988-b6d028c69211

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2010 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: N•••••••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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
N•••••••• A•••• M•••••••••	Independent wealth	Jan 26, 2026	n/a	yes	Omaha, NE	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jun 14, 2024	Nov 25, 2025	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	N•••••••• A•••• M•••••••••	Nov 25, 2025	Jan 26, 2026	62	Firm change	Ibd to RIA
S••••••••• A•••••• A•••••••• I•••	O•••• W•••••• I•••	Jun 14, 2024	Jun 14, 2024

Relationships

Registered with (3)

→ N•••••••• A•••• M•••••••••Registered adviserregistration: current employment
Jan 26, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jun 14, 2024 to Nov 25, 2025factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 22, 2010 to Jun 14, 2024factForm ADV

Dated events

Occurred
Nov 25, 2025
Advisor changed firm
P••• J••••• Z•••••••• left O•••• W•••••• I••• for N•••••••• A•••• M••••••••• (registered 2026-01-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c6a42f8-9181-e5c7-c988-b6d028c69211
First observed: Oct 22, 2010
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.