DFX Intelligence
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Registered advisor
M•••••• G••••• Z•••••
Feed of 09/14/2026
Also filed as M•••••• Gerald Z•••••
At current firm
2 y
since Mar 21, 2024
In the industry
23 y
since Jan 29, 2003 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Mar 21, 2024 · San Diego, Ca
- L•• F•••••••• L•• BD affiliatedApr 16, 2015 to Jun 18, 2015 · San Diego, Ca
- C••••• A••••••• L•• formerDec 13, 2013 to Apr 13, 2015 · San Diego, Ca
- I••••••• F•••••••• S••••••• unclassifiedDec 19, 2011 to Jan 7, 2014 · San Diego, Ca
- B• • C• W••••• M••••••••• unclassifiedMay 6, 2008 to Aug 22, 2011 · San Diego, Ca
- S•••••••• F••••••••• I••• formerMay 5, 2008 to Dec 19, 2011 · La Jolla, Ca
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 18, 2015, registered Mar 21, 2024 (3199 days) · Other
- C••••• A••••••• L•• to L•• F•••••••• L••left Apr 13, 2015, registered Apr 16, 2015 (3 days) · Other
- I••••••• F•••••••• S••••••• to C••••• A••••••• L••left Jan 7, 2014, registered Dec 13, 2013 (-25 days) · Other
- S•••••••• F••••••••• I••• to B• • C• W••••• M•••••••••left Dec 19, 2011, registered May 6, 2008 (-1322 days) · Other
- B• • C• W••••• M••••••••• to I••••••• F•••••••• S•••••••left Aug 22, 2011, registered Dec 19, 2011 (119 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address