DFX Intelligence
Advisors
Advisors registered through Mutual Advisors, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jeffrey David Wright | Mutual Advisors, LLC BD affiliated | Camarillo, Ca | Jun 4, 2018 | 23 y | 1 | 1 |
| Zane Gabriel Zent Certified Financial Planner | Mutual Advisors, LLC BD affiliated | Santa Monica, Ca | Oct 23, 2024 | 11 y | 0 | 1 |
| Andrew Lawrence Zinn dual registrant | Mutual Advisors, LLC BD affiliated | Omaha, Ne | Jul 2, 2013 | 28 y | 3 | 2 |
| D••••• J•• Z••• dual registrant | M••••• A•••••••• L•• BD affiliated | Omaha, Ne | Aug 8, 2025 | 16 y | 7 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 4 of 4Previous
154 advisors match.