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

Z•••••• B•••••••••

S•••••••• A••••••• L••national BDSausalito, Cadual registrantIAPD 6816392

Certified Financial Planner

Feed of 09/14/2026

Also filed as Zach Blumenthal

At current firm

0 y

since Apr 11, 2026

In the industry

11 y

since Dec 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••••• A••••••• L•• national BD current
since Apr 11, 2026 · Sausalito, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
Jun 24, 2025 to Feb 2, 2026 · San Francisc, Ca
T• A••••••••• I••••••••• M••••••••• L•• former
Jul 14, 2022 to Sep 7, 2023 · San Francisco, Ca
T• A••••••••• I••• former
Jul 14, 2022 to Oct 14, 2022 · San Francisco, Ca
C•••••• S••••• • C••• I••• national BD
Apr 14, 2021 to Jan 16, 2025 · Corte Madera, Ca

Moves

a registration end followed by a registration begin elsewhere

C•••••••• G••••• M•••••• I••• to S•••••••• A••••••• L••
left Feb 2, 2026, registered Apr 11, 2026 (68 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to T• A••••••••• I•••
left Jan 16, 2025, registered Jul 14, 2022 (-917 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to C•••••••• G••••• M•••••• I•••
left Sep 7, 2023, registered Jun 24, 2025 (656 days) · RIA to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 14, 2022, registered Jul 14, 2022 (-92 days) · corporate re-registration, not a move

Signals

Z•••••• B••••••••• left C•••••••• G••••• M•••••• I••• for S•••••••• A••••••• L•• (registered 2026-04-11)
Feb 2, 2026 · Advisor changed firm · fact
Z•••••• B••••••••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••• (registered 2022-07-14)
Jan 16, 2025 · Advisor changed firm · fact
Z•••••• B••••••••• left T• A••••••••• I••••••••• M••••••••• L•• for C•••••••• G••••• M•••••• I••• (registered 2025-06-24)
Sep 7, 2023 · 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: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address