A••••• V••••

Advisor at J••• M••••• S••••••••• L••

SLIDELL, LA

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:390b190b-92e0-10f1-3737-655f1ffe21c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 26, 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: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	May 20, 2026	n/a	yes	SLIDELL, LA\|SLIDELL, LA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 15, 2025	May 27, 2026	no	COVINGTON, LA\|COVINGTON, LA\|NEW ORLEANS, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	J••• M••••• S••••••••• L••	May 27, 2026	May 20, 2026	-7	Firm change	Ibd to wirehouse
N•••••• A•••••••	L•• F•••••••• L••	Jun 30, 2025	Jul 15, 2025

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 15, 2025 to May 27, 2026factForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
Dec 21, 2022 to Jun 30, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
May 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:390b190b-92e0-10f1-3737-655f1ffe21c4
First observed: Nov 26, 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.