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

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RIA / WealthAdvisor35 years in industry

E•••• R•• Z•••••

Advisor at W••••••• A••••••• G••••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:fee51959-486c-2fe9-e3ab-6d326a43db71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 21, 2001 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••••••• A••••••• G••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 30, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• A••••••• G••••	State registered	Dec 11, 2017	n/a	yes	COLUMBUS, OH	Current employment
W••••••• A••••••• G••••	State registered	Dec 11, 2017	Dec 31, 2020	no	Columbus, OH\|COLUMBUS, OH

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J•• I••••••••• C••••••• L••	W••••••• A••••••• G••••	Dec 31, 2017	Dec 11, 2017	-20	Firm change	Other
M••••• A••••••• G••••	J•• I••••••••• C••••••• L••	Oct 27, 2008

Relationships

Registered with (4)

→ W••••••• A••••••• G••••Registered adviserregistration: previous registration
Dec 11, 2017 to Dec 31, 2020factForm ADV
→ J•• I••••••••• C••••••• L••Registered adviserregistration: previous registration
Aug 14, 2008 to Dec 31, 2017factForm ADV
→ M••••• A••••••• G••••Registered adviserregistration: previous registration
Jan 9, 2008 to Oct 27, 2008factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fee51959-486c-2fe9-e3ab-6d326a43db71
First observed: Sep 21, 2001
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.