DFX Intelligence
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Registered advisor
Z••• R••••• C•••••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
At current firm
13 y
since Aug 9, 2013
In the industry
30 y
since Mar 20, 1996 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• F•••••••• N•••••• national BD currentsince Aug 9, 2013 · Lacey, Wa
- P••••• F•••••••• G•••• unclassifiedFeb 8, 2022 to Sep 26, 2025 · Vancouver, Wa
- M•• F•••••••• S•••••••• I••• formerApr 24, 2001 to Aug 16, 2013 · Tacoma, Wa
Moves
a registration end followed by a registration begin elsewhere
- P••••• F•••••••• G•••• to no registered destinationleft Sep 26, 2025 · Departure, no registered destination
- M•• F•••••••• S•••••••• I••• to C••••••••• F•••••••• N••••••left Aug 16, 2013, registered Aug 9, 2013 (-7 days) · Other
Signals
- ••• LockedSep 26, 2025 · Advisor departure · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address