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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

D•••• C•••••• Z•••••••••

Advisor at N••••••••

SAN DIEGO, CA | Queen Creek, AZ

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Search this name across graphsid dfx:ria:b9fbd52c-92be-37a8-4c35-8a9af4e87aac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 29, 2009 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: N••••••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••	No RAUM reported	Jan 12, 2026	n/a	yes	Queen Creek, AZ\|SAN DIEGO, CA	Current employment
E•••••••	Independent wealth	Aug 28, 2023	Nov 24, 2025	no	QUEEN CREEK, AZ\|NEW YORK, NY

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	N••••••••	Nov 24, 2025	Jan 12, 2026	49	Firm change	Other
C••••••••• W••••• M••••••••• I•••	E•••••••	Jul 28, 2023	Aug 28, 2023

Relationships

Registered with (4)

→ N••••••••Registered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
Aug 28, 2023 to Nov 24, 2025factForm ADV
→ C••••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 22, 2023 to Jul 28, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
D•••• C•••••• Z••••••••• left Ellevest for Nectarine (registered 2026-01-12)
Form ADVobserved 7 days ago
Occurred
Jul 28, 2023
Advisor changed firm
D•••• C•••••• Z••••••••• left C••••••••• W••••• M••••••••• I••• for Ellevest (registered 2023-08-28)
Form ADVobserved 7 days ago
Occurred
Jun 12, 2023
Advisor changed firm
D•••• C•••••• Z••••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••••••• W••••• M••••••••• I••• (registered 2023-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9fbd52c-92be-37a8-4c35-8a9af4e87aac
First observed: Jan 29, 2009
Last observed: Sep 14, 2026 8 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.