DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C••••• W•••••• Z•••••

Advisor at R••••• W••••• A•••••••

Greenwood Village , CO | BOURBONNAIS, IL

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Search this name across graphsid dfx:ria:e9c806c6-ceeb-f3b6-1d21-61ab3518dd1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2018 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: R••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W••••• A•••••••	Independent wealth	Jul 6, 2023	n/a	yes	Greenwood Village , CO\|BOURBONNAIS, IL	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 2, 2020	Jul 5, 2023	no	LAKEWOOD, CO\|Ridgeland, MS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	R••••• W••••• A•••••••	Jul 5, 2023	Jul 6, 2023	1	Firm change	Ibd to RIA
D••••••••• A•••• M••••••••• I•••	C••••••••• F•••••••• N••••••	Mar 23, 2020	Jun 2, 2020

Relationships

Registered with (3)

→ R••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 6, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jun 2, 2020 to Jul 5, 2023factForm ADV
→ D••••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 19, 2018 to Mar 23, 2020factForm ADV

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9c806c6-ceeb-f3b6-1d21-61ab3518dd1d
First observed: Dec 19, 2018
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.