DFX Intelligence

G••••• J•••• Z•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

G••••• J•••• Z•••

Advisor at H•••••• I••••••••• I•••

BRADENTON, FL

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Search this name across graphsid dfx:ria:c7d8c5d9-61dc-0a0f-335b-f1ec38228f45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2000 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: H•••••• I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 26, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• I••••••••• I•••	Independent wealth	Oct 20, 2023	n/a	yes	BRADENTON, FL	Current employment
K••••• A•••••••• I•••	Bd affiliated wealth	Jan 15, 2010	Aug 27, 2020	no	FT. LAUDERDALE, FL\|WESTLAKE, OH\|Avon Lake, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A•••••••• I•••	H•••••• I••••••••• I•••	Aug 27, 2020	Oct 20, 2023	1,149	Firm change after gap	Ibd to RIA
M••••• S••••••	K••••• A•••••••• I•••	Jan 20, 2010	Jan 15, 2010

Relationships

Registered with (6)

→ H•••••• I••••••••• I•••Registered adviserregistration: current employment
Oct 20, 2023 to presentfactForm ADV
→ K••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 15, 2010 to Aug 27, 2020factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jan 20, 2010factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7d8c5d9-61dc-0a0f-335b-f1ec38228f45
First observed: Apr 19, 2000
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.