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Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 30, 2026 | n/a | yes | PALM BEACH GARDENS, FL | Current employment |
| CASTLE WEALTH MANAGEMENT | Independent wealth | Feb 24, 2026 | Jun 12, 2026 | no | BOYNTON BEACH, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 17, 2025 | Feb 5, 2026 | no | STUART, FL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CASTLE WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | Jun 12, 2026 | Jun 30, 2026 | 18 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CASTLE WEALTH MANAGEMENT | Feb 5, 2026 | Feb 24, 2026 | 19 | Firm change | Wirehouse to RIA |