DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

Z•••••• M•••••• H•••••••••

Advisor at R••• A•••••••• L••

ROCHESTER, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc1d6293-7d38-9dec-f67f-e066743bdd4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2015 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: R••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• A•••••••• L••	Independent wealth	Nov 8, 2022	n/a	yes	ROCHESTER, NY	Current employment
N••••••••• F•••••••• P•••••••• L••	Independent wealth	Dec 7, 2017	Oct 15, 2020	no	ROCHESTER, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• F•••••••• P•••••••• L••	R••• A•••••••• L••	Oct 15, 2020	Nov 8, 2022	754	Firm change after gap	RIA to RIA
H••• F•••• A•••••••• I•••	N••••••••• F•••••••• P•••••••• L••	Dec 6, 2017	Dec 7, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
167055:309760:NY:2020-10-15	Oct 15, 2020	Nov 8, 2022	ROCHESTER, NY	Firm change after gap

Relationships

Registered with (3)

→ R••• A•••••••• L••Registered adviserregistration: current employment
Nov 8, 2022 to presentfactForm ADV
→ N••••••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Dec 7, 2017 to Oct 15, 2020factForm ADV
→ H••• F•••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 26, 2015 to Dec 6, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc1d6293-7d38-9dec-f67f-e066743bdd4b
First observed: Jan 26, 2015
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.