DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

Z•••••• S•••• M•••••

Advisor at I••••••••• S••••• H•••••••• L••

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:baeb81cc-f013-660d-5847-2d55429c2c7a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2015 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: I••••••••• S••••• H•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• S••••• H•••••••• L••	Independent wealth	Jan 21, 2020	n/a	yes	KING OF PRUSSIA, PA	Current employment
I••••••••• S••••• H•••••••• L••	Independent wealth	Oct 28, 2019	Nov 1, 2019	no	KING OF PRUSSIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••• G••••• L••	I••••••••• S••••• H•••••••• L••	Jan 14, 2020	Oct 28, 2019	-78	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:300139:NJ:2020-01-14	Jan 14, 2020	Oct 28, 2019	MORRISTOWN, NJ	Firm change after gap

Relationships

Registered with (2)

→ I••••••••• S••••• H•••••••• L••Registered adviserregistration: previous registration
Oct 28, 2019 to Nov 1, 2019factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Nov 10, 2015 to Jan 14, 2020factForm ADV

Dated events

Occurred
Feb 2, 2026
A•••••• owns new adviser
Z•••••• S•••• M•••••, registered through I••••••••• S••••• H•••••••• L•• (King OF Prussia, PA), is a direct owner of Isq Capital, an adviser first registered 2026-02-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baeb81cc-f013-660d-5847-2d55429c2c7a
First observed: Nov 10, 2015
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.