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

E•••• J••••• F••••••

Z•• I••••••••• C•••••• I••independent RIAAtlanta, GaIA-onlyIAPD 2801992

Feed of 09/14/2026

Also filed as E•••• J••••• F••••••

At current firm

2 y

since Apr 22, 2024

In the industry

29 y

since Jan 28, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Teamreportedzwjic.comfirm site, Sep 15, 2026
Direct business phone: 404-564-0251reportedzwjic.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Z•• I••••••••• C•••••• I•• independent RIA current
since Apr 22, 2024 · Atlanta, Ga
F•••• T•••• S••••••••• I••• BD affiliated
Oct 8, 2015 to Sep 5, 2023 · Atlanta, Ga
O••••••••• • C•• I••• BD affiliated
Nov 19, 2010 to Nov 25, 2013 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 26, 2004 to Mar 3, 2009 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

F•••• T•••• S••••••••• I••• to Z•• I••••••••• C•••••• I••
left Sep 5, 2023, registered Apr 22, 2024 (230 days) · Affiliated broker-dealer or bank to independent RIA
O••••••••• • C•• I••• to F•••• T•••• S••••••••• I•••
left Nov 25, 2013, registered Oct 8, 2015 (682 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O••••••••• • C•• I•••
left Mar 3, 2009, registered Nov 19, 2010 (626 days) · Other

Signals

E•••• J••••• F•••••• left F•••• T•••• S••••••••• I••• for Z•• I••••••••• C•••••• I•• (registered 2024-04-22)
Sep 5, 2023 · 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: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address