Z••••• R•••

Advisor at U••• I••••••••• S••••••• C••••••

Plano, TX | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbf161e5-f058-8ef0-b1d5-dcd096430873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 11, 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: U••• I••••••••• S••••••• C••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
U••• I••••••••• S••••••• C••••••	No RAUM reported	Mar 19, 2026	n/a	yes	TAMPA, FL\|Plano, TX	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Sep 16, 2022	Aug 10, 2025	no	Plano, TX\|PLANO, TX\|BRONX, NY\|Plano, TX\|Plano, TX\|MCKINNEY, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	U••• I••••••••• S••••••• C••••••	Aug 10, 2025	Mar 19, 2026	221	Firm change	Other

Relationships

Registered with (2)

→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: current employment
Mar 19, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Sep 16, 2022 to Aug 10, 2025factForm ADV

Dated events

Occurred
Aug 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbf161e5-f058-8ef0-b1d5-dcd096430873
First observed: Jul 11, 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.