DFX Intelligence
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Reading the graph
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Advisor at J••• M••••• S••••••••• L••
Miami, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J••• M••••• S••••••••• L•• | Wirehouse | Jan 10, 2025 | n/a | yes | Miami, FL | Current employment |
| B•• S••••••••• I••• | Mixed wealth | May 23, 2024 | Dec 16, 2024 | no | Miami, FL|Doral, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B•• S••••••••• I••• | J••• M••••• S••••••••• L•• | Dec 16, 2024 | Jan 10, 2025 | 25 | Firm change | RIA to wirehouse |
| M••••• S•••••• | B•• S••••••••• I••• | Nov 17, 2022 | May 23, 2024 |
| M••••• S•••••• |
| Wirehouse |
| Oct 22, 2018 |
| Nov 17, 2022 |
| no |
| Miami, FL|Miami, FL|Miami, FL |
| Previous registration |
| Firm change after gap |
| Wirehouse to RIA |