R•••• J•• D••••

Advisor at J••• M••••• S••••••••• L••

Atlanta, GA

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:30157ba1-594c-c93a-d735-a42184379810

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 4, 2019 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: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Nov 10, 2025	n/a	yes	Atlanta, GA	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Apr 16, 2025	Jul 6, 2025	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	J••• M••••• S••••••••• L••	Oct 8, 2024	Apr 16, 2025	190	Firm change	Ibd to wirehouse
C••••• I••••••••• A••••••• L••	L•• F•••••••• L••	May 9, 2023	May 23, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
112058:105644:CO:2022-10-10	Oct 10, 2022	Feb 27, 2023	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (6)

→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 16, 2025 to Jul 6, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 23, 2024 to Oct 8, 2024factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 27, 2023 to May 9, 2023factForm ADV
→ E•••••• A••••••• G••••• L••

Dated events

Occurred
Oct 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30157ba1-594c-c93a-d735-a42184379810
First observed: Sep 4, 2019
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.