E••• E• Y•••

Advisor at S•••• I••••• S••••••••• L••

FORT LAUDERDALE, FL | Wilmington, DE

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:2139813f-6406-b269-6d34-0d7e88ca7450

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 24, 2015 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: S•••• I••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 14, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• I••••• S••••••••• L••	Independent wealth	Nov 6, 2025	n/a	yes	Wilmington, DE\|FORT LAUDERDALE, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	May 8, 2025	Oct 23, 2025	no	WEST CHESTER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	S•••• I••••• S••••••••• L••	Oct 23, 2025	Nov 6, 2025	14	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	C••••• I••••••••• A••••••• L••	May 2, 2025	May 8, 2025

Relationships

Registered with (5)

→ S•••• I••••• S••••••••• L••Registered adviserregistration: current employment
Nov 6, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
May 8, 2025 to Oct 23, 2025factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 23, 2024 to May 2, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2139813f-6406-b269-6d34-0d7e88ca7450
First observed: Dec 24, 2015
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.