DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

Z•• S••••• T•••••

Advisor at L•••••• W••••• M••••••••• L••

CORINTH, MS

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Search this name across graphsid dfx:ria:c476ac23-ab0d-139b-1a1c-8ea03aa3d29b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2018 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: L•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••• W••••• M••••••••• L••	Independent wealth	Aug 24, 2021	n/a	yes	CORINTH, MS	Current employment
H••••• R••••	Former SEC adviser	Jun 18, 2018	Aug 24, 2021	no	Corinth, MS\|CHARLOTTE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• R••••	L•••••• W••••• M••••••••• L••	Aug 24, 2021	Aug 24, 2021	0	Firm change	RIA to new firm

Relationships

Registered with (2)

→ L•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 24, 2021 to presentfactForm ADV
→ H••••• R••••Registered adviserregistration: previous registration
Jun 18, 2018 to Aug 24, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c476ac23-ab0d-139b-1a1c-8ea03aa3d29b
First observed: Jun 18, 2018
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.