DFX Intelligence

Y••••• D•••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

Y••••• D•••• M•••••••

Advisor at Z••• D••••• C•••••• L••

UNION CITY, NJ

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Search this name across graphsid dfx:ria:dbdf6902-7aa3-65f1-d5ac-d5f98a750ea4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 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: Z••• D••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
Z••• D••••• C•••••• L••	State registered	Dec 1, 2025	n/a	yes	UNION CITY, NJ	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Mar 26, 2018	May 25, 2021	no	WEEHAWKEN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	Z••• D••••• C•••••• L••	May 25, 2021	Dec 1, 2025	1,651	Firm change after gap	Wirehouse to state RIA
E•••••••• A•••••••• L••	U•• F•••••••• S••••••• I•••	Dec 22, 2017	Mar 26, 2018

Relationships

Registered with (3)

→ Z••• D••••• C•••••• L••Registered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Mar 26, 2018 to May 25, 2021factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2017 to Dec 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbdf6902-7aa3-65f1-d5ac-d5f98a750ea4
First observed: Oct 13, 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.