DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Z•••••• J•••• C•••••••

Advisor at A••••••• I••••••••• S••••••••• G••••• L••

Troy, MI | EAGLE, ID

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Search this name across graphsid dfx:ria:ec18f2f3-8b75-6a19-7a1f-73c4d730c7b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2016 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: A••••••• I••••••••• S••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• S••••••••• G••••• L••	I•••••••••_WEALTH	Mar 27, 2025	n/a	yes	EAGLE, ID\|Troy, MI\|EAGLE, ID	Current employment
L••• K••• • C••••••	Former SEC adviser	Jan 25, 2016	Mar 28, 2025	no	TROY, MI\|CINCINNATI, OH\|CINCINNATI, OH\|TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• K••• • C••••••	A••••••• I••••••••• S••••••••• G••••• L••	Mar 28, 2025	Mar 27, 2025	-1	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
27913:135288:MI:2025-03-28	Mar 28, 2025	Mar 27, 2025	TROY, MI	Firm change

Relationships

Registered with (2)

→ A••••••• I••••••••• S••••••••• G••••• L••Registered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ L••• K••• • C••••••Registered adviserregistration: previous registration
Jan 25, 2016 to Mar 28, 2025factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec18f2f3-8b75-6a19-7a1f-73c4d730c7b5
First observed: Jan 25, 2016
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.