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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

D••••• B•••• Z•••

Advisor at S•••• F••••••••• L••

TROY, MI

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Search this name across graphsid dfx:ria:d11faa56-8e1e-cd4b-686d-37a8c4415cb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Aug 15, 2017 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: S•••• F••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

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
S•••• F••••••••• L••	State registered	Mar 10, 2026	n/a	yes	TROY, MI	Current employment
S•••• F••••••••• L••	State registered	Apr 19, 2024	Dec 31, 2025	no	TROY, MI

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
M•• I•••••••• S•••••••• L••	S•••• F••••••••• L••	Apr 23, 2024	Apr 19, 2024	-4	Firm change	Ibd to state RIA
S•••• F••••••••• L••	M•• I•••••••• S•••••••• L••	Oct 24, 2022

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105662:122132:MI:2022-07-13	Jul 15, 2022	Jul 23, 2019	AUBURN HILLS, MI	Firm change after gap

Relationships

Registered with (5)

→ S•••• F••••••••• L••Registered adviserregistration: previous registration
Apr 19, 2024 to Dec 31, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 4, 2022 to Apr 23, 2024factForm ADV
→ S•••• F••••••••• L••Registered adviserregistration: previous registration
Sep 9, 2022 to Oct 24, 2022factForm ADV
→ F•• A•••••••• I•••Registered adviser

Dated events

Occurred
Apr 23, 2024
Advisor changed firm
D••••• B•••• Z••• left M•• I•••••••• S•••••••• L•• for S•••• F••••••••• L•• (registered 2024-04-19)
Form ADVobserved 7 days ago
Occurred
Oct 24, 2022
Advisor changed firm
D••••• B•••• Z••• left S•••• F••••••••• L•• for M•• I•••••••• S•••••••• L•• (registered 2022-11-04)
Form ADVobserved 7 days ago
Occurred
Oct 5, 2022
Advisor changed firm
D••••• B•••• Z••• left F•• A•••••••• I••• for S•••• F••••••••• L•• (registered 2022-09-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d11faa56-8e1e-cd4b-686d-37a8c4415cb6
First observed: Aug 15, 2017
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.