DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

D••••• J••••• Z•••••

Advisor at S•••••• P•••••••• L••

LANSING, MI | OMAHA, NE

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Search this name across graphsid dfx:ria:ab2215d9-fbb8-b557-b0a7-26fc93a8b1aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 27, 2010 to Sep 15, 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•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• P•••••••• L••	Independent wealth	Sep 14, 2022	n/a	yes	LANSING, MI\|OMAHA, NE	Current employment
P••••••••• B•••••••• S•••••••• I•••	Independent wealth	Oct 18, 2018	Aug 31, 2022	no	GREEN BAY, WI\|GREEN BAY, WI\|Lansing, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• B•••••••• S•••••••• I•••	S•••••• P•••••••• L••	Aug 31, 2022	Sep 14, 2022	14	Firm change	RIA to RIA
F•••••••• E••••• S•••••••• I•••	P••••••••• B•••••••• S•••••••• I•••	Oct 16, 2018	Oct 18, 2018

Relationships

Registered with (4)

→ S•••••• P•••••••• L••Registered adviserregistration: current employment
Sep 14, 2022 to presentfactForm ADV
→ P••••••••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 18, 2018 to Aug 31, 2022factForm ADV
→ F•••••••• E••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 20, 2010 to Oct 16, 2018factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Aug 31, 2022
Advisor changed firm
D••••• J••••• Z••••• left P••••••••• B•••••••• S•••••••• I••• for S•••••• P•••••••• L•• (registered 2022-09-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab2215d9-fbb8-b557-b0a7-26fc93a8b1aa
First observed: May 27, 2010
Last observed: Sep 15, 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.