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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• J••••• Z••••••••

C••••• I••••••••• A••••••• L••BD affiliatedJacksonville, Fldual registrantIAPD 2760607

Feed of 09/14/2026

Also filed as Brian J Zardavets

At current firm

0 y

since Apr 29, 2026

In the industry

29 y

since Oct 7, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Apr 29, 2026 · Jacksonville, Fl
L•• E••••••••• L•• BD affiliated
Nov 20, 2024 to Apr 20, 2026 · Jacksonville, Fl
P•••• S••••••••• L•• no RAUM
Jan 17, 2020 to Nov 12, 2024 · Ponte Vedra, Fl
C•••••••• F•••••••• G•••• A••••••• former
Feb 5, 2019 to Dec 31, 2019 · Ponte Vedra, Fl
Q•••••• A•••• M••••••••• I••• former
Dec 22, 2009 to Feb 6, 2019 · Minneapolis, Mn
U•••• F•••••••• S••••••• G••••• I••• unclassified
Apr 4, 2006 to Oct 19, 2009 · Wayne, Pa
W•••• F•••• A••••••• wirehouse
Jan 21, 2004 to Mar 31, 2006 · Chalfont, Pa

Moves

a registration end followed by a registration begin elsewhere

L•• E••••••••• L•• to C••••• I••••••••• A••••••• L••
left Apr 20, 2026, registered Apr 29, 2026 (9 days) · Affiliated broker-dealer or bank to another
P•••• S••••••••• L•• to L•• E••••••••• L••
left Nov 12, 2024, registered Nov 20, 2024 (8 days) · corporate re-registration, not a move
C•••••••• F•••••••• G•••• A••••••• to P•••• S••••••••• L••
left Dec 31, 2019, registered Jan 17, 2020 (17 days) · Affiliated broker-dealer or bank to another
Q•••••• A•••• M••••••••• I••• to C•••••••• F•••••••• G•••• A•••••••
left Feb 6, 2019, registered Feb 5, 2019 (-1 days) · Affiliated broker-dealer or bank to another
U•••• F•••••••• S••••••• G••••• I••• to Q•••••• A•••• M••••••••• I•••
left Oct 19, 2009, registered Dec 22, 2009 (64 days) · Other
W•••• F•••• A••••••• to U•••• F•••••••• S••••••• G••••• I•••
left Mar 31, 2006, registered Apr 4, 2006 (4 days) · Other

Signals

B•••• J••••• Z•••••••• left L•• E••••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2026-04-29)
Apr 20, 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address