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RIA Intelligence
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Registered advisor
Z•• E••••• B•••
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Jan 7, 2026
In the industry
33 y
since Mar 10, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jan 7, 2026 · Boardman, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedMay 16, 2018 to Jan 13, 2026 · Boardman, Oh
- L•• F•••••••• L•• BD affiliatedDec 2, 2008 to May 24, 2018 · Youngstown, Oh
- N•• E•••••• S••••••••• C••••••••• formerJan 24, 2005 to Dec 8, 2008 · Westlake, Oh
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 13, 2026, registered Jan 7, 2026 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
- L•• F•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left May 24, 2018, registered May 16, 2018 (-8 days) · RIA to affiliated broker-dealer or bank
- N•• E•••••• S••••••••• C••••••••• to L•• F•••••••• L••left Dec 8, 2008, registered Dec 2, 2008 (-6 days) · Other
Signals
- Z•• E••••• B••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2026-01-07)Jan 13, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address