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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Z•••••• T••••• D••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Bloomington, MN

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Search this name across graphsid dfx:ria:ce842352-d16e-4508-3722-6eac45e9b292

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 22, 2021 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	May 21, 2025	n/a	yes	OVERLAND PARK, KS\|Bloomington, MN	Current employment
N•••••• A•••••••	Bd affiliated wealth	May 13, 2024	Jun 23, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• A•••••••	C••••••• P•••••••	Jun 23, 2025	May 21, 2025	-33	Firm change after gap	Ibd to RIA
T•••••••• F•••••••• M••••••••• L••	N•••••• A•••••••	Jun 6, 2024

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
May 21, 2025 to presentfactForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
May 13, 2024 to Jun 23, 2025factForm ADV
→ T•••••••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 22, 2021 to Jun 6, 2024factForm ADV

Dated events

Occurred
Jun 23, 2025
Advisor changed firm
Z•••••• T••••• D•••••• left N•••••• A••••••• for C••••••• P••••••• (registered 2025-05-21)
Form ADVobserved 7 days ago
Occurred
Jun 6, 2024
Advisor changed firm
Z•••••• T••••• D•••••• left T•••••••• F•••••••• M••••••••• L•• for N•••••• A••••••• (registered 2024-05-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce842352-d16e-4508-3722-6eac45e9b292
First observed: Feb 22, 2021
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.