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

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RIA / WealthAdvisor32 years in industry

Z••• I•••••

Advisor at E•••••••• A•••• M••••••••• L••

Lancaster, PA

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Search this name across graphsid dfx:ria:caa9cacf-d158-3c24-34d7-f67dd0f409ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2002 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: E•••••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 23, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• A•••• M••••••••• L••	State registered	Jul 28, 2026	n/a	yes	Lancaster, PA	Current employment
I•••••• S••••••••• I•••	Mixed wealth	Aug 29, 2006	Jul 30, 2026	no	LANCASTER, PA\|LANCASTER, PA\|Highland Park, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• S••••••••• I•••	E•••••••• A•••• M••••••••• L••	Jul 30, 2026	Jul 28, 2026	-2	Firm change	RIA to state RIA
W•••• F•••• A•••••••	I•••••• S••••••••• I•••	Aug 1, 2003	Aug 29, 2006

Relationships

Registered with (3)

→ E•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ I•••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 29, 2006 to Jul 30, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 5, 2002 to Aug 1, 2003factForm ADV

Dated events

Occurred
Jul 30, 2026
Advisor changed firm
Z••• I••••• left I•••••• S••••••••• I••• for E•••••••• A•••• M••••••••• L•• (registered 2026-07-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:caa9cacf-d158-3c24-34d7-f67dd0f409ba
First observed: Sep 5, 2002
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.