DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)15 years in industry

Z••••• P•••••••

Advisor at T•••• V••• P•••••• W•••••

WESTPORT, CT

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Search this name across graphsid dfx:ria:e37d4142-9276-924c-e38b-0542dc6c85e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2012 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: T•••• V••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• V••• P•••••• W•••••	Independent wealth	May 22, 2025	n/a	yes	WESTPORT, CT	Current employment
P••••••	Mixed wealth	Nov 30, 2021	May 21, 2025	no	SHELTON, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••	T•••• V••• P•••••• W•••••	May 21, 2025	May 22, 2025	1	Firm change	RIA to new firm
M•• I•••••••• S•••••••• L••	P••••••	Dec 13, 2021	Nov 30, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
288239:335591:CT:2025-05-21	May 21, 2025	May 22, 2025	SHELTON, CT	Firm change
10409:288239:CT:2021-12-13	Dec 13, 2021	Nov 30, 2021	SHELTON, CT	Firm change

Relationships

Registered with (4)

→ T•••• V••• P•••••• W•••••Registered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ P••••••Registered adviserregistration: previous registration
Nov 30, 2021 to May 21, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Dec 13, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
May 21, 2025
Advisor changed firm
Z••••• P••••••• left Procyon for T•••• V••• P•••••• W••••• (registered 2025-05-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e37d4142-9276-924c-e38b-0542dc6c85e8
First observed: Mar 7, 2012
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.