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

R•••• Z•••••• L•••

T••••• W••••• M••••••••• L••independent RIALehi, UtIA-onlyIAPD 5827761

Certified Financial Planner

Feed of 09/14/2026

Also filed as Zeb L•••

At current firm

0 y

since Apr 13, 2026

In the industry

16 y

since Jul 1, 2010 (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

T••••• W••••• M••••••••• L•• independent RIA current
since Apr 13, 2026 · Lehi, Ut
A••••• A••••••• independent RIA
Nov 22, 2022 to Apr 8, 2026 · Logan, Ut
C•••• C•••••• A••••••• L•• independent RIA
May 2, 2014 to Oct 10, 2022 · Draper, Ut
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 10, 2012 to May 7, 2014 · Draper, Ut

Moves

a registration end followed by a registration begin elsewhere

A••••• A••••••• to T••••• W••••• M••••••••• L••
left Apr 8, 2026, registered Apr 13, 2026 (5 days) · RIA to a newly registered adviser · moved with a team
C•••• C•••••• A••••••• L•• to A••••• A•••••••
left Oct 10, 2022, registered Nov 22, 2022 (43 days) · RIA to RIA
A••••••••• F•••••••• S•••••••• L•• to C•••• C•••••• A••••••• L••
left May 7, 2014, registered May 2, 2014 (-5 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

R•••• Z•••••• L••• left A••••• A••••••• for T••••• W••••• M••••••••• L•• (registered 2026-04-13)
Apr 8, 2026 · Advisor changed firm · fact
R•••• Z•••••• L••• left C•••• C•••••• A••••••• L•• for A••••• A••••••• (registered 2022-11-22)
Oct 10, 2022 · Advisor changed firm · 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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address