C•••• W• P•••••

Advisor at J••••• M••••••••• S•••• L••

PITTSBURGH, PA

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:51caf5c4-edb4-b0d2-4d63-69dac68c0619

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2005 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: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 4, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Jun 25, 2005	n/a	yes	PITTSBURGH, PA	Current employment
P••••••••• I•••••••••	n/a	Apr 28, 2005	Jun 25, 2005	no	PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• I•••••••••	J••••• M••••••••• S•••• L••	Jun 25, 2005	Jun 25, 2005	0	Bulk transfer	Other

Relationships

Registered with (2)

→ J••••• M••••••••• S•••• L••Registered adviserregistration: current employment
Jun 25, 2005 to presentfactForm ADV
→ P••••••••• I•••••••••Registered adviserregistration: previous registration
Apr 28, 2005 to Jun 25, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51caf5c4-edb4-b0d2-4d63-69dac68c0619
First observed: Apr 28, 2005
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.