DFX Intelligence
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Registered advisor
G••• S•••••• Z•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as G••• Z••••••••
At current firm
17 y
since Apr 1, 2009
In the industry
38 y
since Nov 5, 1987 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Apr 1, 2009 · Shrub Oak, Ny
- V••• F•••••••• A•••••••• I••• BD affiliatedAug 28, 2003 to Sep 16, 2004 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to O•••• W•••••• I•••left Sep 16, 2004, registered Apr 1, 2009 (1658 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address