DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

Z•••••• C••••••••• B••••

Advisor at P•••••••• W••••• A•••••••

TEMPERANCE, MI

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Search this name across graphsid dfx:ria:e9d80d1a-5349-e8f2-03fd-9eab9b3e5c6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 12, 2025 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: P•••••••• W••••• A•••••••
Current firm class: state registeredderived
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: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• A•••••••	State registered	Jul 27, 2026	n/a	yes	TEMPERANCE, MI	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Feb 12, 2025	Aug 4, 2026	no	TOLEDO, OH\|Toledo, OH\|Temperance, MI\|MECHANICSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	P•••••••• W••••• A•••••••	Aug 4, 2026	Jul 27, 2026	-8	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ P•••••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 12, 2025 to Aug 4, 2026factForm ADV

Dated events

Occurred
Aug 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9d80d1a-5349-e8f2-03fd-9eab9b3e5c6d
First observed: Feb 12, 2025
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.