DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

O•••• Z••

W•••• F•••• A•••••••wirehouseShort Hills, Njdual registrantIAPD 2414614

Feed of 09/14/2026

Also filed as Ozzie Kutlu

At current firm

0 y

since Aug 27, 2026

In the industry

29 y

since Dec 11, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Aug 27, 2026 · Short Hills, Nj
M••••• S•••••• wirehouse
Jan 20, 2025 to Jul 28, 2026 · Paramus, Nj
W•••• F•••• A••••••• wirehouse
Dec 12, 2018 to Jan 3, 2025 · Short Hills, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 4, 2017 to Nov 19, 2018 · Fort Lee, Nj

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to W•••• F•••• A•••••••
left Jul 28, 2026, registered Aug 27, 2026 (30 days) · Wirehouse to wirehouse
W•••• F•••• A••••••• to M••••• S••••••
left Jan 3, 2025, registered Jan 20, 2025 (17 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Nov 19, 2018, registered Dec 12, 2018 (23 days) · Wirehouse to wirehouse

Signals

O•••• Z•• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2026-08-27)
Jul 28, 2026 · Advisor changed firm · fact
O•••• Z•• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2025-01-20)
Jan 3, 2025 · 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: Wirehousederived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address