DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J•••• R•••••• Z•••

Advisor at W•••• F•••• A•••••••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:f9160a8c-0e3a-aecd-399c-57c4568da454

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2006 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 26, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 30, 2025	n/a	yes	SAN DIEGO, CA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 3, 2014	Feb 3, 2025	no	San Diego, CA\|Solana Beach, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	W•••• F•••• A•••••••	Feb 3, 2025	Jan 30, 2025	-4	Firm change	Ibd to wirehouse
M••••••• I••••••••• N•••••• I•••	A••••••••• F•••••••• S•••••••• L••	Oct 8, 2014	Oct 3, 2014

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 30, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2014 to Feb 3, 2025factForm ADV
→ M••••••• I••••••••• N•••••• I•••Registered adviserregistration: previous registration
Jan 4, 2006 to Oct 8, 2014factForm ADV

Dated events

Occurred
Feb 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9160a8c-0e3a-aecd-399c-57c4568da454
First observed: Jan 4, 2006
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.