DFX Intelligence
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Reading the graph
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Advisor at Z••••• I••••••••• M••••••••• L••
Longmeadow, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Z••••• I••••••••• M••••••••• L•• | State registered | Mar 12, 2021 | n/a | yes | Longmeadow, MA | Current employment |
| T• A••••••••• I••• | Former SEC adviser | Feb 27, 2018 | Jan 11, 2021 | no | EAST LONGMEADOW, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T• A••••••••• I••• | Z••••• I••••••••• M••••••••• L•• | Jan 11, 2021 | Mar 12, 2021 | 60 | Firm change | Other |
| T• A••••••••• I••••••••• M••••••••• L•• | T• A••••••••• I••• | Dec 31, 2020 | Feb 27, 2018 |
| T• A••••••••• I••••••••• M••••••••• L•• | Former SEC adviser | Feb 26, 2018 | Dec 31, 2020 | no | OMAHA, NE|EAST LONGMEADOW, MA | Previous registration |
| S•••••••• I••••••••• M••••••••• | Former SEC adviser | Feb 6, 2017 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| -1,038 |
| Bulk transfer |
| Other |
| S•••••••• I••••••••• M••••••••• | T• A••••••••• I••••••••• M••••••••• L•• | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |