J•••• S••••••

Advisor at J••• M••••• S••••••••• L••

Miami, FL | PALM BEACH GARDENS, FL

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:2d3a384c-584c-f852-63f0-30ab03db5f1f

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2011 to Sep 19, 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: Jan 17, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jan 22, 2024	n/a	yes	Miami, FL\|PALM BEACH GARDENS, FL	Current employment
J••• M••••• P•••••• W••••• A••••••• L••	Former SEC adviser	Dec 15, 2021	Mar 21, 2025	no	Boston, MA\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• P•••••• W••••• A••••••• L••	J••• M••••• S••••••••• L••	Mar 21, 2025	Jan 22, 2024	-424	Bulk transfer	Ibd to wirehouse
P••••• • R••••	J••• M••••• P•••••• W••••• A••••••• L••	Apr 11, 2014	Dec 15, 2021

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jan 22, 2024 to presentfactForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Dec 15, 2021 to Mar 21, 2025factForm ADV
→ P••••• • R••••Registered adviserregistration: previous registration
Dec 14, 2011 to Apr 11, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d3a384c-584c-f852-63f0-30ab03db5f1f
First observed: Dec 14, 2011
Last observed: Sep 19, 2026 4 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.