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.
Registered advisor
Kolleen Tracy Zbilski
Feed of 09/14/2026
Also filed as Kolleen Tracy Sorensen
At current firm
11 y
since Nov 25, 2014
In the industry
19 y
since May 14, 2007 (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
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
- Morgan Stanley wirehouse currentsince Nov 25, 2014 · Barrington, Il
- Wintrust Investments formerJun 2, 2014 to Nov 11, 2014 · Chicago, Il
- Morgan Stanley wirehouseDec 14, 2011 to Jun 5, 2014 · Barrington, Il
- Principal Securities, Inc. BD affiliatedJul 22, 2011 to Nov 21, 2011 · Libertyville, Il
- Morgan Stanley wirehouseJun 1, 2009 to Jun 27, 2011 · Barrington, Il
- Morgan Stanley & Co. LLC unclassifiedMay 16, 2007 to Jun 1, 2009 · Barrington, Il
Moves
a registration end followed by a registration begin elsewhere
- Wintrust Investments to Morgan Stanleyleft Nov 11, 2014, registered Nov 25, 2014 (14 days) · Other
- Morgan Stanley to Wintrust Investmentsleft Jun 5, 2014, registered Jun 2, 2014 (-3 days) · Other
- Principal Securities, Inc. to Morgan Stanleyleft Nov 21, 2011, registered Dec 14, 2011 (23 days) · Other
- Morgan Stanley to Principal Securities, Inc.left Jun 27, 2011, registered Jul 22, 2011 (25 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address