DFX Intelligence

M•••••• P• F••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

M•••••• P• F••••••••

Advisor at Z•••••••• I••••••••• G••••

CHICAGO, IL

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Search this name across graphsid dfx:ria:e13d5dce-7c43-114a-9f89-517754f958c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 14, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• P• F••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: Z•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Z•••••••• I••••••••• G••••	Independent wealth	Mar 28, 2019	n/a	yes	CHICAGO, IL	Current employment

Relationships

Registered with (1)

→ Z•••••••• I••••••••• G••••Registered adviserregistration: current employment
Mar 28, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e13d5dce-7c43-114a-9f89-517754f958c0
First observed: Jan 14, 2005
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.