DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

C••••••••• Z•••••••••

Advisor at C•••••• A•••••••

Scottsdale, AZ | SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:9ed45a7b-c0a2-f5a4-c358-0eaa79f0e73c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 7, 2021 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: C•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
C•••••• A•••••••	Bd affiliated wealth	Jul 8, 2026	n/a	yes	Scottsdale, AZ\|SOUTHFIELD, MI	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	May 15, 2024	May 29, 2026	no	PHOENIX, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	C•••••• A•••••••	May 29, 2026	Jul 8, 2026	40	Firm change	Ibd to ibd
M•• I•••••••• S•••••••• L••	P••• A••••• S••••••••• L••	Mar 2, 2023	May 15, 2024

Relationships

Registered with (3)

→ C•••••• A•••••••Registered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
May 15, 2024 to May 29, 2026factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2021 to Mar 2, 2023factForm ADV

Dated events

Occurred
May 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ed45a7b-c0a2-f5a4-c358-0eaa79f0e73c
First observed: Apr 7, 2021
Last observed: Sep 15, 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.