DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
J•••• T•••••• Z••••
Feed of 09/14/2026
Also filed as J•••• T•••••• Z••••
At current firm
16 y
since Aug 16, 2010
In the industry
16 y
since Jul 3, 2010 (earliest exam, job or registration)
Prior registered firms
1
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
- P•• W••••• M••••••••• BD affiliated currentsince Aug 16, 2010 · Mentor On The Lake, Oh
- C•••• I••••••••• S••••••• C•••• formerJul 19, 2010 to Aug 6, 2010 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- C•••• I••••••••• S••••••• C•••• to P•• W••••• M•••••••••left Aug 6, 2010, registered Aug 16, 2010 (10 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address