DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant22 years in industry

G•••••• J••• Z•••••

Advisor at C••••••••• C•••••• M•••••••••

NORTH HOLLYWOOD, CA

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Search this name across graphsid dfx:ria:a85d1207-5a64-a394-7110-40b8786249a6

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 19, 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: C••••••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 19, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• C•••••• M•••••••••	Independent wealth	Jun 8, 2004	n/a	yes	NORTH HOLLYWOOD, CA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 19, 2004	Mar 27, 2013	no	ENCINO, CA\|NORTH HOLLYWOOD, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C••••••••• C•••••• M•••••••••	Mar 27, 2013	Jun 8, 2004	-3,214	Firm change after gap	Other

Relationships

Registered with (2)

→ C••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Jun 8, 2004 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 19, 2004 to Mar 27, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a85d1207-5a64-a394-7110-40b8786249a6
First observed: Apr 19, 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.