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
Jeffrey Scott Zych
Feed of 09/15/2026
Also filed as Jeff Scott Zych
At current firm
7 y
since Apr 2, 2019
In the industry
15 y
since Nov 29, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, 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
- Cerity Partners Retirement Plan Consultants institutional currentsince Sep 21, 2022 · Denver, Co
- Cerity Partners LLC independent RIA currentsince Apr 2, 2019 · Denver, Co
- Karsten Advisors formerFeb 19, 2016 to Apr 1, 2019 · Fort Worth, Tx
- Td Ameritrade, Inc. formerOct 1, 2013 to Dec 16, 2015 · Omaha, Ne
- Td Ameritrade Investment Management, LLC formerFeb 13, 2013 to Dec 16, 2015 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Karsten Advisors to Cerity Partners LLCleft Apr 1, 2019, registered Apr 2, 2019 (1 days) · RIA to RIA
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 16, 2015, registered Oct 1, 2013 (-806 days) · channel change inside one enterprise, not a move
- Td Ameritrade, Inc. to Karsten Advisorsleft Dec 16, 2015, registered Feb 19, 2016 (65 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address