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.

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Registered advisor

Z•••••• S•••• L•••••

W••••••••• I••••••••• M••••••••• L••independent RIAOmaha, Ne IA-onlyIAPD 6660596

Certified Financial Planner

Feed of 09/15/2026

Also filed as Zak L•••••

At current firm

1 y

since May 1, 2025

In the industry

10 y

since Jul 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••••••• I••••••••• M••••••••• L•• independent RIA current
since May 1, 2025 · Anaheim Hills, Ca
O••••••••• institutional
Jan 5, 2024 to May 30, 2025 · Anaheim Hills, Ca
W••••••••• former
Mar 5, 2021 to Oct 26, 2024 · Columbus, Oh
S••••••• W••••• M••••••••• unclassified
Jan 2, 2020 to Mar 30, 2021 · Columbus, Oh
L••••••• W••••• M••••••••• G••••• I••• independent RIA
Jul 8, 2016 to Dec 12, 2019 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

O••••••••• to W••••••••• I••••••••• M••••••••• L••
left May 30, 2025, registered May 1, 2025 (-29 days) · Other
W••••••••• to O•••••••••
left Oct 26, 2024, registered Jan 5, 2024 (-295 days) · Other · moved with a team
S••••••• W••••• M••••••••• to W•••••••••
left Mar 30, 2021, registered Mar 5, 2021 (-25 days) · Other
L••••••• W••••• M••••••••• G••••• I••• to S••••••• W••••• M•••••••••
left Dec 12, 2019, registered Jan 2, 2020 (21 days) · Other

Signals

Z•••••• S•••• L••••• left Onedigital for W••••••••• I••••••••• M••••••••• L•• (registered 2025-05-01)
May 30, 2025 · Advisor changed firm · fact
Z•••••• S•••• L••••• left Wealthsource? for Onedigital (registered 2024-01-05)
Oct 26, 2024 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address