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.
Registered advisor
Jill Marie Zacha
Feed of 09/15/2026
Also filed as Jill Ivancevich Bradshaw
At current firm
7 y
since May 8, 2019
In the industry
30 y
since Dec 12, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Level Four Capital Management independent RIA currentsince Nov 23, 2019 · Dallas, Tx
- Level Four Advisory Services BD affiliated currentsince May 8, 2019 · Dallas, Tx
- Capital One Advisors, LLC formerMar 16, 2018 to May 6, 2019 · Plano, Tx
- Clark Investment Strategies, Inc. unclassifiedNov 19, 2010 to Dec 31, 2011 · Dallas, Tx
- Evolve Securities, Inc. unclassifiedMay 20, 2008 to Dec 31, 2009 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Capital One Advisors, LLC to Level Four Advisory Servicesleft May 6, 2019, registered May 8, 2019 (2 days) · Other
- Clark Investment Strategies, Inc. to Capital One Advisors, LLCleft Dec 31, 2011, registered Mar 16, 2018 (2267 days) · Other
- Evolve Securities, Inc. to Clark Investment Strategies, Inc.left Dec 31, 2009, registered Nov 19, 2010 (323 days) · Other
Signals
No dated event on this person.
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address