P•••• C•••••••

Advisor at J••• M••••• S••••••••• L••

Pittsburgh, PA

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:31747a46-f256-7d4b-5d74-cf546d6d551a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 18, 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: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Dec 20, 2024	n/a	yes	Pittsburgh, PA	Current employment
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	Aug 13, 2021	Dec 9, 2024	no	Pittsburgh, PA\|NEW YORK, NY\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I••••••••• C•••••••••	M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Dec 9, 2024	Dec 20, 2018	-2,181	Channel change	Other
F•••••••• G••••• I••••••••• M••••••••• C••••	J••• M••••• S••••••••• L••	Dec 9, 2024	Dec 20, 2024

Relationships

Registered with (5)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserregistration: previous registration
Dec 20, 2018 to Dec 9, 2024factForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
Aug 13, 2021 to Dec 9, 2024factForm ADV
→ F•••••••• S••••••••• C••••

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31747a46-f256-7d4b-5d74-cf546d6d551a
First observed: Dec 18, 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.