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

Z•••••• R••• E•••••

B••••••• A•••••state registeredKansas City, MoIA-onlyIAPD 5033134

Certified Financial Planner

Feed of 09/14/2026

Also filed as Z•••••• R••• Emsile

At current firm

5 y

since Dec 18, 2020

In the industry

20 y

since Dec 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••••• A••••• state registered current
since Dec 18, 2020 · Kansas City, Mo
C••••••••• state registered
Sep 17, 2018 to Sep 17, 2024 · Overland Park, Ks
S••••••• C•••••• M••••••••• L•• independent RIA
Aug 17, 2011 to Sep 25, 2018 · Kansas City, Mo
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 30, 2007 to Aug 16, 2011 · Omah, Ne
T• A••••••••• I••• former
Aug 30, 2007 to Aug 16, 2011 · Omaha, Ne
A••••••••• A•••••• S•••••••• I••• unclassified
Jan 10, 2007 to Aug 3, 2007 · Kansas City, Mo
A••••••••• F•••••••• S•••••••• L•• national BD
Dec 8, 2005 to Jan 10, 2007 · Leawood, Ks

Moves

a registration end followed by a registration begin elsewhere

C••••••••• to B••••••• A•••••
left Sep 17, 2024, registered Dec 18, 2020 (-1369 days) · Other
S••••••• C•••••• M••••••••• L•• to C•••••••••
left Sep 25, 2018, registered Sep 17, 2018 (-8 days) · RIA to a state-registered adviser · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Aug 16, 2011, registered Aug 30, 2007 (-1447 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to S••••••• C•••••• M••••••••• L••
left Aug 16, 2011, registered Aug 17, 2011 (1 days) · Other
A••••••••• A•••••• S•••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Aug 3, 2007, registered Aug 30, 2007 (27 days) · Other
A••••••••• F•••••••• S•••••••• L•• to A••••••••• A•••••• S•••••••• I•••
left Jan 10, 2007, registered Jan 10, 2007 (0 days) · Other

Signals

Z•••••• R••• E••••• left Capital-E-Advisors for B••••••• A••••• (registered 2020-12-18)
Sep 17, 2024 · a•••••• firm change · 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: STATE REGISTEREDderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address