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.

Current firm

ZEGA INVESTMENTS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 26, 2023

First registration

Apr 28, 2023

Dual registered

no

Other names

Makai Elep

IAPD individual key

7519850

• Occurred

  Oct 8, 2025
  Advisor changed firm

  Makai Florante Elep left Bradley Wealth Llc for Zega Investments, Llc (registered 2025-10-31)

  Form ADVobserved 5 days ago
• Occurred

  May 15, 2024
  Advisor changed firm

  Makai Florante Elep left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bradley Wealth Llc (registered 2025-02-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f055da44-dc2c-b69b-7003-1a67fa68b7ea

First observed

Apr 28, 2023

Last observed

Sep 14, 2026 6 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.