DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

G••••••• M•••• Z••••••

Advisor at L•••

Bethesda, MD | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:aeb099d3-8f07-9e2b-4984-3459ee2166bf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 13, 2009 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 4, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Apr 3, 2024	n/a	yes	LOS ANGELES, CA\|Bethesda, MD	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Dec 1, 2021	Feb 21, 2024	no	Devon, PA\|Washington, DC\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	L•••	Feb 21, 2024	Apr 3, 2024	42	Firm change	Ibd to RIA
F••• M••••• • W••••••••• L••	H•••••••• A•••••••• L••	Jun 30, 2022	Dec 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
107553:145323:DC:2022-06-30	Jun 30, 2022	Dec 1, 2021	W•••••••••, DC	Firm change after gap

Relationships

Registered with (5)

→ L•••Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2021 to Feb 21, 2024factForm ADV
→ F••• M••••• • W••••••••• L••Registered adviserregistration: previous registration
Jun 30, 2015 to Jun 30, 2022factForm ADV
→ J••••• M••••••••• S•••• L••

Dated events

Occurred
Feb 21, 2024
Advisor changed firm
G••••••• M•••• Z•••••• left H•••••••• A•••••••• L•• for Lido (registered 2024-04-03)
Form ADVobserved 7 days ago
Occurred
Jun 30, 2022
Advisor changed firm
G••••••• M•••• Z•••••• left F••• M••••• • W••••••••• L•• for H•••••••• A•••••••• L•• (registered 2021-12-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aeb099d3-8f07-9e2b-4984-3459ee2166bf
First observed: May 13, 2009
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.