DFX Intelligence

J•••••• E••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J•••••• E••• M••••••••

Advisor at Z••••• A•••••••

MIDDLEVILLE, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2014 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: Z••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 8, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Z••••• A•••••••	State registered	Jun 24, 2024	n/a	yes	MIDDLEVILLE, MI	Current employment
B••• B••• L••	Independent wealth	Jul 15, 2019	Jul 1, 2024	no	DEDHAM, MA\|Middleville, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• B••• L••	Z••••• A•••••••	Jul 1, 2024	Jun 24, 2024	-7	Firm change	RIA to state RIA
C••••• I••••••••• A••••••• L••	B••• B••• L••	Jul 10, 2019	Jul 15, 2019

Relationships

Registered with (3)

→ Z••••• A•••••••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ B••• B••• L••Registered adviserregistration: previous registration
Jul 15, 2019 to Jul 1, 2024factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 25, 2014 to Jul 10, 2019factForm ADV

Dated events

Order

Occurred
1 Jul 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 25, 2014
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.