DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist10 years in industry

Z•••••• Z••• B•••

Advisor at F•••• F•••••••• M••••••••• L•

RENO, NV | LOMBARD, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 24, 2025 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: F•••• F•••••••• M••••••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• F•••••••• M••••••••• L•	Independent wealth	Apr 14, 2026	n/a	yes	LOMBARD, IL\|RENO, NV	Current employment
T•• W••••• C••••••••• G••••	Independent wealth	Nov 24, 2025	Apr 21, 2026	no	Reno, NV\|LAS VEGAS, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••••• C••••••••• G••••	F•••• F•••••••• M••••••••• L•	Apr 21, 2026	Apr 14, 2026	-7	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F•••• F•••••••• M••••••••• L•Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ T•• W••••• C••••••••• G••••Registered adviserregistration: previous registration
Nov 24, 2025 to Apr 21, 2026factForm ADV

Dated events

Order

Occurred
21 Apr 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 24, 2025
Last observed: Sep 15, 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.