DFX Intelligence

M•••••• J••••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

M•••••• J••••••• H•••••••

Advisor at Z•• I••••••••• A•••••••

ALBUQUERQUE, NM

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Search this name across graphsid dfx:ria:f5537708-7586-3060-ae11-6d48a348c3a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2003 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: Z•• I••••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 8, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Z•• I••••••••• A•••••••	State registered	Nov 7, 2008	n/a	yes	ALBUQUERQUE, NM	Current employment
T•• M••••• F••• S••••	Former SEC adviser	Dec 8, 2004	Oct 16, 2008	no	ALBUQUERQUE, NM	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• M••••• F••• S••••	Z•• I••••••••• A•••••••	Oct 16, 2008	Nov 7, 2008	22	Firm change	Other
T• A••••••••• I•••	T•• M••••• F••• S••••	Nov 9, 2004	Dec 8, 2004

Relationships

Registered with (3)

→ Z•• I••••••••• A•••••••Registered adviserregistration: current employment
Nov 7, 2008 to presentfactForm ADV
→ T•• M••••• F••• S••••Registered adviserregistration: previous registration
Dec 8, 2004 to Oct 16, 2008factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Sep 12, 2003 to Nov 9, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5537708-7586-3060-ae11-6d48a348c3a3
First observed: Sep 12, 2003
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.