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

Lily Haili Zhang

Pcm Encore, LLCindependent RIAAspen, CoIA-onlyIAPD 6748634

Certified Financial Planner

Feed of 09/14/2026

Also filed as Lily H Zhang

At current firm

0 y

since Jul 6, 2026

In the industry

12 y

since Sep 1, 2014 (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

Pcm Encore, LLC independent RIA current
since Jul 6, 2026 · Aspen, Co
Seven Mile Advisory LLC independent RIA
Feb 6, 2025 to Jun 1, 2026 · Tallahassee, Fl
Westmount Partners, LLC independent RIA
Nov 10, 2020 to Nov 21, 2024 · Los Angeles, Ca
Gurtin Municipal Bond Management former
Sep 17, 2019 to Mar 28, 2022 · Solana Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Seven Mile Advisory LLC to Pcm Encore, LLC
left Jun 1, 2026, registered Jul 6, 2026 (35 days) · RIA to RIA
Westmount Partners, LLC to Seven Mile Advisory LLC
left Nov 21, 2024, registered Feb 6, 2025 (77 days) · RIA to RIA
Gurtin Municipal Bond Management to Westmount Partners, LLC
left Mar 28, 2022, registered Nov 10, 2020 (-503 days) · RIA to RIA

Signals

Lily Haili Zhang no longer holds an investment adviser registration (last listed at Pcm Encore, Llc on the 2026-09-14 feed)
Sep 14, 2026 · Advisor registration ended · derived
Lily Haili Zhang left Seven Mile Advisory Llc for Pcm Encore, Llc (registered 2026-07-06)
Jun 1, 2026 · Advisor changed firm · fact
Lily Haili Zhang left Westmount Partners, Llc for Seven Mile Advisory Llc (registered 2025-02-06)
Nov 21, 2024 · Advisor changed firm · fact
Lily Haili Zhang left Gurtin Municipal Bond Management for Westmount Partners, Llc (registered 2020-11-10)
Mar 28, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address