B•••••• C•••••

Advisor at J••• M••••• S••••••••• L••

Ponte Vedra Beach, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12a7bbea-1336-f372-4b8f-6b2fe7c30c86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Oct 25, 2022	n/a	yes	Ponte Vedra Beach, FL	Current employment
H••••••• C••••••	Independent wealth	Dec 14, 2018	Sep 27, 2022	no	Palm Beach, FL\|COLUMBUS, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• C••••••	J••• M••••• S••••••••• L••	Sep 27, 2022	Oct 25, 2022	28	Firm change	RIA to wirehouse
H••••• P•••••••• L••	H••••••• C••••••	Nov 21, 2018	Dec 14, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
289182:109116:OH:2018-11-21	Nov 21, 2018	Dec 14, 2018	COLUMBUS, OH	Firm change

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Oct 25, 2022 to presentfactForm ADV
→ H••••••• C••••••Registered adviserregistration: previous registration
Dec 14, 2018 to Sep 27, 2022factForm ADV
→ H••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 11, 2018 to Nov 21, 2018factForm ADV

Dated events

Occurred
Sep 27, 2022
Advisor changed firm
B•••••• C••••• left H••••••• C•••••• for J••• M••••• S••••••••• L•• (registered 2022-10-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12a7bbea-1336-f372-4b8f-6b2fe7c30c86
First observed: Jan 11, 2018
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.