K•••• S• C••••

Advisor at J••• M••••• S••••••••• L••

TAMPA, FL | LUTZ, FL

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:58e86a76-8a65-b0da-6bd1-51e4d7cc5c36

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2005 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: Jan 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Oct 4, 2021	n/a	yes	LUTZ, FL\|TAMPA, FL	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Dec 26, 2018	Sep 2, 2021	no	TAMPA, FL\|CLEARWATER, FL\|TAMPA, FL\|SEFFNER, FL\|TAMPA, FL\|CLEARWATER, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|Tampa, FL\|TAMPA, FL\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	J••• M••••• S••••••••• L••	Sep 2, 2021	Oct 4, 2021	32	Firm change	Ibd to wirehouse
P•• W••••• M•••••••••	F•••• T•••• S••••••••• I•••	Dec 13, 2018	Dec 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
628:79:FL:2021-08-20	Sep 2, 2021	Oct 4, 2021	TAMPA, FL	Firm change

Relationships

Registered with (7)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Oct 4, 2021 to presentfactForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Dec 26, 2018 to Sep 2, 2021factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 28, 2016 to Dec 13, 2018factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58e86a76-8a65-b0da-6bd1-51e4d7cc5c36
First observed: Jan 13, 2005
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.