DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

B••••••• Z•• M•• Y••••

Advisor at S•••••• F••••••••• L••

Silver Spring, MD | AUSTIN, TX

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Search this name across graphsid dfx:ria:a07cea53-aa89-6ccb-1893-0e766d2e7426

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2018 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: S•••••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F••••••••• L••	Independent wealth	Jan 28, 2025	n/a	yes	Silver Spring, MD\|AUSTIN, TX	Current employment
F•• W••••• M•••••••••	Former SEC adviser	Feb 12, 2018	May 27, 2020	no	COLUMBIA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• W••••• M•••••••••	S•••••• F••••••••• L••	May 27, 2020	Jan 28, 2025	1,707	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ S•••••• F••••••••• L••Registered adviserregistration: current employment
Jan 28, 2025 to presentfactForm ADV
→ F•• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 12, 2018 to May 27, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a07cea53-aa89-6ccb-1893-0e766d2e7426
First observed: Feb 12, 2018
Last observed: Sep 15, 2026 7 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.