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F••••••• B••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

F••••••• B••••• A•••••

Advisor at J• S•••• A•••• M••••••••• C•••••••••

AVENTURA, FL | NEW YORK CITY, NY

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:2319e8db-0790-0634-6763-893d13898ada

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: May 5, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

F••••••• B••••• A•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: J• S•••• A•••• M••••••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J• S•••• A•••• M••••••••• C•••••••••	Independent wealth	Feb 24, 2020	n/a	yes	AVENTURA, FL\|NEW YORK CITY, NY	Current employment
M••••• S••••••	Wirehouse	Sep 29, 2017	Feb 20, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	J• S•••• A•••• M••••••••• C•••••••••	Feb 20, 2018	Feb 24, 2020	734	Firm change after gap	Wirehouse to RIA
W•••• F•••• A•••••••	M••••• S••••••	Sep 21, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:149777:FL:2017-09-21	Sep 21, 2017	Sep 29, 2017	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ J• S•••• A•••• M••••••••• C•••••••••Registered adviserregistration: current employment
Feb 24, 2020 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 29, 2017 to Feb 20, 2018factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 2, 2016 to Sep 21, 2017factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2319e8db-0790-0634-6763-893d13898ada
First observed: May 5, 2008
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.