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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)43 years in industry

M••• G•••••• Z•••••••••

Advisor at R••• W••••• A•••••••• I•••

MOUNT PLEASANT, MI | MT PLEASANT, MI

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Search this name across graphsid dfx:ria:aaf92853-3777-8bd1-43de-9f012c98d886

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 26, 1983 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: R••• W••••• A•••••••• I•••
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: Jul 26, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Current registrations

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
R••• W••••• A•••••••• I•••	State registered	Aug 9, 2011	n/a	yes	MT PLEASANT, MI	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 23, 2010	n/a	yes	MOUNT PLEASANT, MI

Relationships

Registered with (2)

→ R••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 9, 2011 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 23, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aaf92853-3777-8bd1-43de-9f012c98d886
First observed: Jul 26, 1983
Last observed: Sep 14, 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.