J•••• A•••••

Advisor at J••• M••••• S••••••••• L••

••• Locked

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:3b96e8d0-fad7-1670-86bd-286b92857d0f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 12, 1987 to Sep 15, 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: Mar 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom 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	Nov 21, 2023	n/a	yes	Gulf Stream, FL\|PALM BEACH GARDENS, FL\|BOSTON, MA\|BOSTON, MA	Current employment
J••• M••••• P•••••• W••••• A••••••• L••	Former SEC adviser	Apr 20, 2018	Mar 21, 2025	no	Boston, MA\|Palm Beach, FL

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• P•••••• W••••• A••••••• L••	J••• M••••• S••••••••• L••	Mar 21, 2025	Nov 21, 2023	-486	Bulk transfer	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••• M••••• P•••••• W••••• A••••••• L••	Apr 24, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:108559:CA:2018-04-24	Apr 24, 2018	Apr 20, 2018	RANCHO SANTA FE, CA	Firm change

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Nov 21, 2023 to presentfactForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 20, 2018 to Mar 21, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 12, 1987 to Apr 24, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b96e8d0-fad7-1670-86bd-286b92857d0f
First observed: Oct 12, 1987
Last observed: Sep 15, 2026 8 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.