DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

M•••••• D•••• Z•••••

Advisor at M••••• S••••••

New York, NY

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Search this name across graphsid dfx:ria:af665c4d-15e9-36ed-8406-b12baf571100

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 26, 2021 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jan 23, 2023	n/a	yes	New York, NY	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jul 8, 2022	Jan 9, 2023	no	Warren, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	M••••• S••••••	Jan 9, 2023	Jan 23, 2023	14	Firm change	Ibd to wirehouse
E•••••••• A•••••••• L••	M•• I•••••••• S•••••••• L••	May 27, 2022	Jul 8, 2022

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Jan 23, 2023 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 8, 2022 to Jan 9, 2023factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 26, 2021 to May 27, 2022factForm ADV

Dated events

Occurred
Jan 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 27, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af665c4d-15e9-36ed-8406-b12baf571100
First observed: Aug 26, 2021
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.