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

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RIA / WealthAdvisor22 years in industry

Z•••••••• B••••••• D••••

Advisor at S•••••• A•••••••• L••

BOSTON, MA | DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4ac1d2d-cac0-7db1-0c11-a9ba3b483551

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2004 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: S•••••• A•••••••• L••
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: Jan 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
S•••••• A•••••••• L••	State registered	Oct 3, 2023	n/a	yes	DALLAS, TX\|BOSTON, MA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	May 1, 2020	Oct 13, 2023	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
C••••• I••••••••• A••••••• L••	S•••••• A•••••••• L••	Oct 13, 2023	Oct 3, 2023	-10	Firm change	Ibd to state RIA
W•••• F•••• A•••••••	C••••• I••••••••• A••••••• L••	May 8, 2020

Team moves

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

Team	Left	Joined	From	Kind
7691:19616:TX:2017-07-12	Jul 12, 2017	Jul 7, 2017	AUSTIN, TX	Firm change

Relationships

Registered with (6)

→ S•••••• A•••••••• L••Registered adviserregistration: current employment
Oct 3, 2023 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
May 1, 2020 to Oct 13, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 7, 2017 to May 8, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
Z•••••••• B••••••• D•••• left C••••• I••••••••• A••••••• L•• for S•••••• A•••••••• L•• (registered 2023-10-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4ac1d2d-cac0-7db1-0c11-a9ba3b483551
First observed: Jan 26, 2004
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.