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

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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

C•••••••• V•••••• F•••••

Advisor at Z•••• A•••• M••••••••• L••

BOSTON, MA

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Search this name across graphsid dfx:ria:a42b9d35-d4c6-0260-bc34-055c22162af2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 6, 2012 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: Z•••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

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
Z•••• A•••• M••••••••• L••	Independent wealth	Jul 20, 2023	n/a	yes	BOSTON, MA	Current employment
E••••• C•••••• M•••••••••	Other adviser	Nov 17, 2022	Apr 10, 2024	no

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
E••••• C•••••• M•••••••••	Z•••• A•••• M••••••••• L••	Apr 10, 2024	Jul 20, 2023	-265	Firm change after gap	Other
F••••••• I••••••••• M••••••••• L••	E••••• C•••••• M•••••••••	Aug 16, 2023

Relationships

Registered with (5)

→ Z•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 20, 2023 to presentfactForm ADV
→ E••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Nov 17, 2022 to Apr 10, 2024factForm ADV
→ F••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 17, 2022 to Aug 16, 2023factForm ADV
→ G•••• C••••••

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
C•••••••• V•••••• F••••• left E••••• C•••••• M••••••••• for Z•••• A•••• M••••••••• L•• (registered 2023-07-20)
Form ADVobserved 7 days ago
Occurred
Aug 16, 2023
Advisor changed firm
C•••••••• V•••••• F••••• left F••••••• I••••••••• M••••••••• L•• for E••••• C•••••• M••••••••• (registered 2022-11-17)
Form ADVobserved 7 days ago
Occurred
Oct 20, 2022
Advisor changed firm
C•••••••• V•••••• F••••• left G•••• C•••••• for F••••••• I••••••••• M••••••••• L•• (registered 2022-11-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a42b9d35-d4c6-0260-bc34-055c22162af2
First observed: Sep 6, 2012
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.