DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

J•• S••••• Z•••••

Advisor at I••••••••• A•••••• A•••••••• L••

Columbia, SC

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Search this name across graphsid dfx:ria:f7166f35-46ff-3784-1c5c-a221ab73d698

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2005 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: I••••••••• A•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 20, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Sep 30, 2022	n/a	yes	Columbia, SC	Current employment
D•••••• F•••••••• D••••••	I•••••••••_WEALTH	Jan 18, 2013	Oct 12, 2022	no	COLUMBIA, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• F•••••••• D••••••	I••••••••• A•••••• A•••••••• L••	Oct 12, 2022	Sep 30, 2022	-12	Firm change	RIA to RIA
F•••• C•••••• F•••••••• P•••••••• I•••	D•••••• F•••••••• D••••••	May 7, 2012	May 14, 2012

Relationships

Registered with (4)

→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: current employment
Sep 30, 2022 to presentfactForm ADV
→ D•••••• F•••••••• D••••••Registered adviserregistration: previous registration
Jan 18, 2013 to Oct 12, 2022factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Sep 2, 2005 to May 7, 2012factForm ADV
→ F•••• C•••••• B•••

Dated events

Occurred
Oct 12, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7166f35-46ff-3784-1c5c-a221ab73d698
First observed: Apr 13, 2005
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.