E•••••• B••••

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 30, 2018 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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	Apr 8, 2025	n/a	yes	SACRAMENTO, CA\|Sacramento, CA\|CITRUS HEIGHTS, CA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 22, 2022	Apr 29, 2025	no	SAN FRANCISCO, CA\|LOS ANGELES, CA\|Sacramento, CA\|Sacramento, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	J••• M••••• S••••••••• L••	Apr 29, 2025	Apr 8, 2025	-21	Firm change	Ibd to wirehouse
J••• M••••• S••••••••• L••	C•••••••• G••••• M•••••• I•••	Jan 19, 2022	Feb 22, 2022

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 21, 2020 to Jan 19, 2022factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 22, 2022 to Apr 29, 2025factForm ADV
→ T••••••• I••••••••• A••••••••• L••Registered adviserregistration: previous registration
Mar 15, 2019 to Jan 3, 2020factForm ADV
→ B••••••• • C••••••• L••

Dated events

Order

Occurred
29 Apr 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
19 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 30, 2018
Last observed: Sep 15, 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.