DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor13 years in industry

Z•••••• W••••••• H•••••

Advisor at W••••••• C••••••

TEMECULA, CA

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:a7ee16d8-24b9-4071-0f55-52ab1b6603d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2013 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: W••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• C••••••	Independent wealth	May 6, 2016	n/a	yes	TEMECULA, CA	Current employment
T•• C•••••• M•••••••••	Independent wealth	Jun 16, 2014	May 5, 2016	no	GILBERT, AZ\|Irvine, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••••• M•••••••••	W••••••• C••••••	May 5, 2016	May 6, 2016	1	Firm change	RIA to RIA
D•••••• F•••••••• I••••••••• A••••••• G••••	T•• C•••••• M•••••••••	Aug 18, 2014	Jun 16, 2014

Relationships

Registered with (3)

→ W••••••• C••••••Registered adviserregistration: current employment
May 6, 2016 to presentfactForm ADV
→ T•• C•••••• M•••••••••Registered adviserregistration: previous registration
Jun 16, 2014 to May 5, 2016factForm ADV
→ D•••••• F•••••••• I••••••••• A••••••• G••••Registered adviserregistration: previous registration
Nov 14, 2013 to Aug 18, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7ee16d8-24b9-4071-0f55-52ab1b6603d7
First observed: Nov 14, 2013
Last observed: Sep 14, 2026 9 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.