DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••••••• P• Z•••••••••

Advisor at C••••• I••••••••• A••••••• L••

Hamilton, NJ

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Search this name across graphsid dfx:ria:d66b851f-8e21-615d-c4a3-4080b66b78a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2011 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••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 7, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 8, 2025	n/a	yes	Hamilton, NJ	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	May 15, 2015	Aug 18, 2025	no	Hamilton Square, NJ\|Hamilton, NJ\|Allentown, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	C••••• I••••••••• A••••••• L••	Aug 18, 2025	Aug 8, 2025	-10	Firm change	Ibd to ibd
S••••••• I••••••••• I•••	A••••••••• F•••••••• S•••••••• L••	May 22, 2015	May 15, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:105644:NJ:2025-08-15	Aug 18, 2025	Aug 8, 2025	ALLENTOWN, NJ	Firm change
468:6363:NJ:2015-05-22	May 22, 2015	May 15, 2015	HAMILTON, NJ	Firm change

Relationships

Registered with (3)

→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 15, 2015 to Aug 18, 2025factForm ADV
→ S••••••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 25, 2011 to May 22, 2015factForm ADV

Dated events

Occurred
Aug 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d66b851f-8e21-615d-c4a3-4080b66b78a2
First observed: Feb 25, 2011
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.