DFX Intelligence

Z•••••• C••••••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)20 years in industry

Z•••••• C••••••••• N•••••

Advisor at C••• P•••••• W••••• A•••••••• I•••

Tampa, FL

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Search this name across graphsid dfx:ria:df1456cc-cee8-f21c-3bc9-ec2217982f93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 24, 2006 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•••••• W••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 23, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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
C••• P•••••• W••••• A•••••••• I•••	Bd affiliated wealth	Mar 18, 2024	n/a	yes	Tampa, FL	Current employment
A••••••••• L•••	Other adviser	Aug 15, 2007	Apr 4, 2024	no	TAMPA, FL\|WEST PALM BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• L•••	C••• P•••••• W••••• A•••••••• I•••	Apr 4, 2024	Mar 18, 2024	-17	Firm change	Other
W•••• F•••• I••••••••• L••	A••••••••• L•••	Apr 25, 2007	Aug 15, 2007

Relationships

Registered with (3)

→ C••• P•••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Aug 15, 2007 to Apr 4, 2024factForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Mar 24, 2006 to Apr 25, 2007factForm ADV

Dated events

Occurred
Apr 4, 2024
Advisor changed firm
Z•••••• C••••••••• N••••• left A••••••••• L••• for C••• P•••••• W••••• A•••••••• I••• (registered 2024-03-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df1456cc-cee8-f21c-3bc9-ec2217982f93
First observed: Mar 24, 2006
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.