D••••• D•••• L•

Advisor at J••• M••••• S••••••••• L••

••• Locked

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 12, 2019 to Sep 15, 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: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

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Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jul 31, 2026	n/a	yes	Brockton, MA\|Stoughton, MA\|Canton, MA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 31, 2024	Jul 31, 2026	no	HINGHAM, MA

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••• M••••• S••••••••• L••	Jul 31, 2026	Jul 31, 2026	0	Firm change	Wirehouse to wirehouse
F••••••• P••••••• A•• W•••••••• A•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 18, 2024

Relationships

Registered with (6)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 31, 2024 to Jul 31, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jun 6, 2022 to Sep 18, 2024factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Order

Occurred
31 Jul 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
18 Sep 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
27 Apr 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 12, 2019
Last observed: Sep 15, 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.