J••••• P••••••

Advisor at G• W••••• M••••••••• R••• L••

CAMBRIDGE, MA | Washingron, DC

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 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 25, 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: G• W••••• M••••••••• R••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• W••••• M••••••••• R••• L••	Independent wealth	May 27, 2025	n/a	yes	CAMBRIDGE, MA\|Washingron, DC	Current employment
J••• M••••• S••••••••• L••	Wirehouse	May 23, 2024	May 22, 2025	no	SAN FRANCISCO, CA\|Washington, DC\|Washington, DC\|SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	G• W••••• M••••••••• R••• L••	May 22, 2025	May 27, 2025	5	Firm change	Wirehouse to RIA
J••• M••••• P•••••• W••••• A••••••• L••	J••• M••••• S••••••••• L••	Mar 21, 2025	May 23, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:327269:CA:2025-05-16	May 22, 2025	May 27, 2025	SAN FRANCISCO, CA	Firm change
7691:108559:DC:2019-05-28	May 28, 2019	May 24, 2019	WASHINGTON, DC	Firm change

Relationships

Registered with (4)

→ G• W••••• M••••••••• R••• L••Registered adviserregistration: current employment
May 27, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
May 23, 2024 to May 22, 2025factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
May 24, 2019 to Mar 21, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Order

Occurred
22 May 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 25, 2018
Last observed: Sep 14, 2026 9 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.