J•• P••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

NORTH ARLINGTON, NJ

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:5159f7e3-f86f-99ed-4d82-82bce844de53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 27, 2022 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 13, 2024	n/a	yes	NORTH ARLINGTON, NJ	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 2, 2023	Oct 21, 2024	no	ST. PETERSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 21, 2024	Nov 13, 2024	23	Firm change	Ibd to wirehouse
M••••• S••••••	R•••••• J•••• • A••••••••• I•••	Apr 5, 2023	May 2, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:705:FL:2023-04-05	Apr 5, 2023	May 2, 2023	TAMPA, FL	Firm change

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Nov 13, 2024 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 2, 2023 to Oct 21, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 27, 2022 to Apr 5, 2023factForm ADV

Dated events

Occurred
Oct 21, 2024
Advisor changed firm
J•• P•••• left R•••••• J•••• • A••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-11-13)
Form ADVobserved 7 days ago
Occurred
Apr 5, 2023
Advisor changed firm
J•• P•••• left M••••• S•••••• for R•••••• J•••• • A••••••••• I••• (registered 2023-05-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5159f7e3-f86f-99ed-4d82-82bce844de53
First observed: Jun 27, 2022
Last observed: Sep 14, 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.