Y•• K• P•••••

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:548a4be1-fef3-8c99-47a1-a4074cf9f47b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2022 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: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Mar 18, 2025	n/a	yes	PORTLAND, OR\|HILLSBORO, OR\|Portland, OR	Current employment
K•• I••••••••• S••••••• L••	Bd affiliated wealth	Jan 31, 2022	Mar 27, 2025	no	BROOKLYN, OH\|Portland, OR\|Portland, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• I••••••••• S••••••• L••	J••• M••••• S••••••••• L••	Mar 27, 2025	Mar 18, 2025	-9	Firm change	Ibd to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Mar 18, 2025 to presentfactForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Jan 31, 2022 to Mar 27, 2025factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:548a4be1-fef3-8c99-47a1-a4074cf9f47b
First observed: Jan 31, 2022
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.