DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

Z•••••• D•••• T•••••

Advisor at C••••••

Houston, TX

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Search this name across graphsid dfx:ria:af0a849d-faf2-eb02-1416-a68b66842172

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 4, 2023 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••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	May 4, 2023	n/a	yes	Houston, TX	Current employment
A••••• I••••••••• • A•••••••	Former SEC adviser	May 4, 2023	Jul 21, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• I••••••••• • A•••••••	C••••••	Jul 21, 2023	May 4, 2023	-78	Firm change after gap	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
112556:319448:TX:2023-07-21	Jul 21, 2023	May 4, 2023	HOUSTON, TX	Firm change after gap

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
May 4, 2023 to presentfactForm ADV
→ A••••• I••••••••• • A•••••••Registered adviserregistration: previous registration
May 4, 2023 to Jul 21, 2023factForm ADV

Dated events

Occurred
Jul 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af0a849d-faf2-eb02-1416-a68b66842172
First observed: May 4, 2023
Last observed: Sep 14, 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.