DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Z•••••• G••••• M•••••

Advisor at C••••••

Chicago, IL

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:fe7a95f8-ab73-c1e1-ff74-51fe496814b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 22, 2016 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 5, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jun 25, 2026	n/a	yes	Chicago, IL	Current employment
V•••••• C•••••• M••••••••• L•	Former SEC adviser	Dec 20, 2021	Jun 17, 2026	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• M••••••••• L•	C••••••	Jun 17, 2026	Jun 25, 2026	8	Firm change	RIA to RIA
M•••••• F•••••••• I••••••••• M••••••••• I•••	V•••••• C•••••• M••••••••• L•	Jan 4, 2022	Dec 20, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
160150:319448:IL:2026-06-17	Jun 17, 2026	Jun 25, 2026	CHICAGO, IL	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jun 25, 2026 to presentfactForm ADV
→ V•••••• C•••••• M••••••••• L•Registered adviserregistration: previous registration
Dec 20, 2021 to Jun 17, 2026factForm ADV
→ M•••••• F•••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 22, 2016 to Jan 4, 2022factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe7a95f8-ab73-c1e1-ff74-51fe496814b5
First observed: Mar 22, 2016
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.