DFX Intelligence
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Registered advisor
M••• E• Z••••••••
Feed of 09/14/2026
Also filed as M••• Z••••••••
At current firm
7 y
since Nov 7, 2018
In the industry
26 y
since Mar 1, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- J••• M••••• S••••••••• L•• wirehouse currentsince Nov 7, 2018 · Traverse City, Mi
- T• A••••••••• I••• formerFeb 27, 2018 to Oct 18, 2018 · Traverse City, Mi
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2018 to Oct 18, 2018 · Omaha, Ne
- S•••••••• I••••••••• M••••••••• formerJun 4, 2016 to Feb 26, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Oct 18, 2018, registered Feb 27, 2018 (-233 days) · Other · moved with a team
- T• A••••••••• I••• to J••• M••••• S••••••••• L••left Oct 18, 2018, registered Nov 7, 2018 (20 days) · Other
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address