DFX Intelligence

Z•••••• A•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Z•••••• A•••• M•••••

Advisor at P•••• F•••• W••••• A•••••••• L••

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 19, 2011 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•••• F•••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• F•••• W••••• A•••••••• L••	Independent wealth	Jul 17, 2019	n/a	yes	ATLANTA, GA	Current employment
T•• I••••••••• A•••• M••••••••• L••	Independent wealth	Sep 20, 2018	Jun 27, 2019	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• I••••••••• A•••• M••••••••• L••	P•••• F•••• W••••• A•••••••• L••	Jun 27, 2019	Jul 17, 2019	20	Firm change	RIA to RIA
J••• M••••• S••••••••• L••	T•• I••••••••• A•••• M••••••••• L••	Oct 2, 2018	Sep 20, 2018

Relationships

Registered with (3)

→ P•••• F•••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 17, 2019 to presentfactForm ADV
→ T•• I••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Sep 20, 2018 to Jun 27, 2019factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 19, 2011 to Oct 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 19, 2011
Last observed: Sep 14, 2026 10 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.