Z•••••• M••••

Advisor at C••••••••• W••••• A•••••••• L••

MINNEAPOLIS, MN | Orlando, FL

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:fff6166f-ac46-65c6-1bb5-74ea50a8fedb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2025 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••••••••• W••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• A•••••••• L••	Bd affiliated wealth	Dec 5, 2025	n/a	yes	MINNEAPOLIS, MN\|Orlando, FL\|MINNEAPOLIS, MN	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Feb 27, 2025	Dec 2, 2025	no	AUSTIN, TX\|Clermont, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	C••••••••• W••••• A•••••••• L••	Dec 2, 2025	Dec 5, 2025	3	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ C••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2025 to Dec 2, 2025factForm ADV

Dated events

Occurred
Dec 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fff6166f-ac46-65c6-1bb5-74ea50a8fedb
First observed: Feb 27, 2025
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.